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 | $5,538 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,428 | $39,859+61.6% | $78,689-18.1% | $57,658+11.7% |
| Participation rate | 36.5% | 66.1%-29.6pp | 73.6%-37.0pp | 70.2%-33.7pp |
| Annual return | 6.60% | 18.96%-12.4pp | 62.18%-55.6pp | 5.13%+1.5pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,851-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,280 | $2,248-43.1% | $3,517-63.6% | $3,061-58.2% |
| Admin fee / account holder | $33 | $76-56.2% | $4,510-99.3% | $95-64.7% |