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 | $2,037 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,062 | $65,435-32.7% | $86,677-49.2% | $66,914-34.2% |
| Participation rate | 49.4% | 75.5%-26.0pp | 76.6%-27.1pp | 69.8%-20.4pp |
| Annual return | -16.15% | -10.89%-5.3pp | 35.91%-52.1pp | 1.58%-17.7pp |
| Employer contribution / active EE | $1,675 | $2,153-22.2% | $2,836-40.9% | $2,544-34.1% |
| Participant deferral / active EE | $3,303 | $4,100-19.4% | $4,656-29.0% | $4,237-22.0% |
| Admin fee / account holder | $19 | $642-97.0% | $7,493-99.7% | $593-96.7% |