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 | -$4,829 |
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 | $105,939 | $84,936+24.7% | $111,297-4.8% | $79,386+33.4% |
| Participation rate | 25.4% | 75.9%-50.5pp | 77.3%-52.0pp | 70.7%-45.4pp |
| Annual return | 15.62% | 17.45%-1.8pp | 54.65%-39.0pp | 116.85%-101.2pp |
| Employer contribution / active EE | $2,641 | $1,979+33.4% | $2,731-3.3% | $2,427+8.8% |
| Participant deferral / active EE | $2,808 | $3,888-27.8% | $4,487-37.4% | $4,046-30.6% |
| Admin fee / account holder | -$67 | $537-112.5% | $7,964-100.8% | $626-110.7% |