See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,889 | $41,078+101.8% | $80,569+2.9% | $71,457+16.0% |
| Participation rate | 56.1% | 50.2%+5.9pp | 67.0%-10.9pp | 67.9%-11.9pp |
| Annual return | 15.86% | 38.45%-22.6pp | 935.43%-919.6pp | 28.85%-13.0pp |
| Employer contribution / active EE | $3,018 | $1,506+100.5% | $2,723+10.8% | $2,588+16.6% |
| Participant deferral / active EE | $3,436 | $2,699+27.3% | $4,447-22.7% | $4,289-19.9% |
| Admin fee / account holder | $16 | $1,840-99.1% | $5,377-99.7% | $1,587-99.0% |