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 | $3,544 |
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 | $50,163 | $58,828-14.7% | $77,999-35.7% | $62,891-20.2% |
| Participation rate | 48.3% | 71.1%-22.7pp | 75.5%-27.2pp | 69.3%-21.0pp |
| Annual return | 7.14% | 17.16%-10.0pp | 425.96%-418.8pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,211 | $1,672-27.6% | $2,470-51.0% | $2,281-46.9% |
| Participant deferral / active EE | $1,748 | $2,686-34.9% | $3,497-50.0% | $3,203-45.4% |
| Admin fee / account holder | $53 | $4,393-98.8% | $5,480-99.0% | $4,296-98.8% |