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 | $14,286 |
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 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 | $35,199 | $70,002-49.7% | $115,037-69.4% | $52,331-32.7% |
| Participation rate | 50.7% | 72.1%-21.4pp | 81.4%-30.7pp | 68.1%-17.4pp |
| Annual return | 1.35% | 4.04%-2.7pp | 26.14%-24.8pp | 4.54%-3.2pp |
| Employer contribution / active EE | $2,222 | $2,715-18.2% | $4,608-51.8% | $1,882+18.1% |
| Participant deferral / active EE | $4,920 | $4,9200% | $6,026-18.4% | $3,022+62.8% |
| Admin fee / account holder | $39 | $566-93.2% | $8,175-99.5% | $592-93.5% |