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 | $2,425 |
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 | $56,038 | $84,936-34.0% | $111,297-49.6% | $79,386-29.4% |
| Participation rate | 51.9% | 75.9%-23.9pp | 77.3%-25.4pp | 70.7%-18.8pp |
| Annual return | 20.17% | 17.45%+2.7pp | 54.65%-34.5pp | 116.85%-96.7pp |
| Employer contribution / active EE | $1,605 | $1,979-18.9% | $2,731-41.2% | $2,427-33.9% |
| Participant deferral / active EE | $3,219 | $3,888-17.2% | $4,487-28.3% | $4,046-20.4% |
| Admin fee / account holder | $25 | $537-95.3% | $7,964-99.7% | $626-96.0% |