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 | $1,694 |
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 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 | $62,526 | $39,245+59.3% | $64,105-2.5% | $52,331+19.5% |
| Participation rate | 67.7% | 58.2%+9.5pp | 68.2%-0.5pp | 68.1%-0.4pp |
| Annual return | -0.85% | 14.79%-15.6pp | 791.24%-792.1pp | 4.54%-5.4pp |
| Employer contribution / active EE | $21 | $736-97.2% | $1,820-98.9% | $1,882-98.9% |
| Participant deferral / active EE | $2,678 | $1,992+34.5% | $2,822-5.1% | $3,022-11.4% |
| Admin fee / account holder | $17 | $592-97.1% | $4,499-99.6% | $592-97.1% |