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 | $275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $164,223 | $64,119+156.1% | $112,228+46.3% | $66,914+145.4% |
| Participation rate | 52.8% | 68.5%-15.7pp | 75.1%-22.3pp | 69.8%-17.0pp |
| Annual return | -0.62% | -13.81%+13.2pp | 27.45%-28.1pp | 1.58%-2.2pp |
| Employer contribution / active EE | $0 | $3,005-100.0% | $3,635-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,849 | $3,693+4.2% | $4,728-18.6% | $4,237-9.2% |
| Admin fee / account holder | $4 | $625-99.4% | $6,410-99.9% | $593-99.4% |