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 | $5,810 |
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 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 | $156,529 | $64,909+141.1% | $82,313+90.2% | $62,292+151.3% |
| Participation rate | 56.3% | 74.9%-18.6pp | 76.9%-20.6pp | 69.5%-13.2pp |
| Annual return | 16.97% | 21.18%-4.2pp | 25.88%-8.9pp | 28.90%-11.9pp |
| Employer contribution / active EE | $2,583 | $1,676+54.1% | $2,428+6.4% | $2,042+26.5% |
| Participant deferral / active EE | $3,480 | $3,103+12.1% | $3,706-6.1% | $3,169+9.8% |
| Admin fee / account holder | $76 | $440-82.7% | $5,608-98.6% | $479-84.2% |