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 | $16,846 |
Service code 26 · EIN 26-0058143 | Advisory (Participants) | $16,285 |
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 | $66,843 | $37,393+78.8% | $77,024-13.2% | $66,914-0.1% |
| Participation rate | 59.3% | 52.9%+6.5pp | 67.9%-8.6pp | 69.8%-10.5pp |
| Annual return | -16.14% | -3.29%-12.8pp | 42.32%-58.5pp | 1.58%-17.7pp |
| Employer contribution / active EE | $2,344 | $1,531+53.1% | $2,812-16.7% | $2,544-7.9% |
| Participant deferral / active EE | $5,227 | $2,617+99.7% | $4,426+18.1% | $4,237+23.4% |
| Admin fee / account holder | $234 | $567-58.7% | $5,425-95.7% | $593-60.5% |