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 | $2,586 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,653 | $73,638-25.8% | $95,952-43.0% | $73,488-25.6% |
| Participation rate | 47.8% | 76.2%-28.4pp | 77.1%-29.3pp | 70.7%-22.9pp |
| Annual return | 12.69% | 16.78%-4.1pp | 91.61%-78.9pp | 28.51%-15.8pp |
| Employer contribution / active EE | $1,430 | $1,863-23.3% | $2,541-43.7% | $2,270-37.0% |
| Participant deferral / active EE | $2,710 | $3,617-25.1% | $4,167-35.0% | $3,740-27.5% |
| Admin fee / account holder | $32 | $482-93.3% | $6,795-99.5% | $513-93.7% |