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 | $925 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,236 | $73,638-58.9% | $95,952-68.5% | $73,488-58.9% |
| Participation rate | 67.2% | 76.2%-8.9pp | 77.1%-9.8pp | 70.7%-3.5pp |
| Annual return | 18.47% | 16.78%+1.7pp | 91.61%-73.1pp | 28.51%-10.0pp |
| Employer contribution / active EE | $1,060 | $1,863-43.1% | $2,541-58.3% | $2,270-53.3% |
| Participant deferral / active EE | $2,337 | $3,617-35.4% | $4,167-43.9% | $3,740-37.5% |
| Admin fee / account holder | $10 | $482-98.0% | $6,795-99.9% | $513-98.1% |