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 | $7,394 |
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 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 | $76,335 | $54,237+40.7% | $90,281-15.4% | $67,579+13.0% |
| Participation rate | 30.0% | 68.6%-38.6pp | 73.3%-43.3pp | 71.3%-41.3pp |
| Annual return | 21.17% | 37.27%-16.1pp | 78.10%-56.9pp | 378.56%-357.4pp |
| Employer contribution / active EE | $347 | $1,846-81.2% | $2,854-87.9% | $2,148-83.9% |
| Participant deferral / active EE | $2,051 | $2,625-21.9% | $3,885-47.2% | $3,539-42.1% |
| Admin fee / account holder | $36 | $123-70.5% | $5,351-99.3% | $142-74.4% |