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 | $3,893 |
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 | $67,883 | $67,411+0.7% | $91,001-25.4% | $70,131-3.2% |
| Participation rate | 54.1% | 71.4%-17.3pp | 75.6%-21.5pp | 69.5%-15.5pp |
| Annual return | 17.50% | -40.16%+57.7pp | 4.60%+12.9pp | 73.14%-55.6pp |
| Employer contribution / active EE | $1,476 | $1,786-17.3% | $2,456-39.9% | $2,342-37.0% |
| Participant deferral / active EE | $2,366 | $2,823-16.2% | $3,547-33.3% | $3,332-29.0% |
| Admin fee / account holder | $62 | $4,236-98.5% | $5,417-98.9% | $4,645-98.7% |