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 | $31,729 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,778 | $86,897-77.2% | $151,611-87.0% | $64,808-69.5% |
| Participation rate | 76.0% | 87.3%-11.3pp | 87.5%-11.5pp | 71.5%+4.5pp |
| Annual return | -9.21% | -3.57%-5.6pp | 3.33%-12.5pp | 32.82%-42.0pp |
| Employer contribution / active EE | $1,018 | $4,010-74.6% | $6,166-83.5% | $2,506-59.4% |
| Participant deferral / active EE | $4,242 | $6,690-36.6% | $8,363-49.3% | $4,310-1.6% |
| Admin fee / account holder | $97 | $153-36.3% | $11,616-99.2% | $188-48.1% |