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 | $5,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,782 | $47,722+46.2% | $82,719-15.6% | $64,808+7.7% |
| Participation rate | 53.4% | 67.6%-14.2pp | 72.6%-19.1pp | 71.5%-18.0pp |
| Annual return | -19.26% | -13.05%-6.2pp | 701.18%-720.4pp | 32.82%-52.1pp |
| Employer contribution / active EE | $989 | $2,179-54.6% | $3,009-67.1% | $2,506-60.5% |
| Participant deferral / active EE | $3,052 | $3,329-8.3% | $4,395-30.6% | $4,310-29.2% |
| Admin fee / account holder | $32 | $143-77.6% | $5,329-99.4% | $188-82.9% |