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 | $5,094 |
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 | $78,822 | $52,670+49.7% | $90,404-12.8% | $73,409+7.4% |
| Participation rate | 55.2% | 67.7%-12.4pp | 72.7%-17.5pp | 72.2%-16.9pp |
| Annual return | 20.18% | 20.70%-0.5pp | 1293.02%-1272.8pp | 59.29%-39.1pp |
| Employer contribution / active EE | $455 | $1,872-75.7% | $3,262-86.0% | $2,234-79.6% |
| Participant deferral / active EE | $2,360 | $2,807-15.9% | $3,963-40.4% | $3,805-38.0% |
| Admin fee / account holder | $22 | $117-80.9% | $5,611-99.6% | $158-85.9% |