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 | $2,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $34,258 | $59,535-42.5% | $90,160-62.0% | $62,292-45.0% |
| Participation rate | 48.4% | 73.0%-24.6pp | 76.9%-28.4pp | 69.5%-21.1pp |
| Annual return | 16.20% | 23.53%-7.3pp | 34.88%-18.7pp | 28.90%-12.7pp |
| Employer contribution / active EE | $2,707 | $1,826+48.3% | $3,318-18.4% | $2,042+32.5% |
| Participant deferral / active EE | $1,174 | $4,639-74.7% | $5,288-77.8% | $3,169-63.0% |
| Admin fee / account holder | $22 | $337-93.5% | $5,943-99.6% | $479-95.5% |