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 | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,166 | $69,159-62.2% | $125,175-79.1% | $67,579-61.3% |
| Participation rate | 65.4% | 78.2%-12.8pp | 79.8%-14.4pp | 71.3%-5.9pp |
| Annual return | 34.28% | 27.12%+7.2pp | 43.79%-9.5pp | 378.56%-344.3pp |
| Employer contribution / active EE | $1,474 | $2,023-27.1% | $3,865-61.9% | $2,148-31.3% |
| Participant deferral / active EE | $2,563 | $3,700-30.7% | $4,937-48.1% | $3,539-27.6% |
| Admin fee / account holder | $1 | $142-99.1% | $9,702-100.0% | $142-99.1% |