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 | $1,359 |
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 | $53,102 | $48,265+10.0% | $68,791-22.8% | $68,494-22.5% |
| Participation rate | 69.1% | 60.7%+8.4pp | 69.0%+0.1pp | 67.9%+1.2pp |
| Annual return | -15.31% | -12.71%-2.6pp | -6.38%-8.9pp | -7.84%-7.5pp |
| Employer contribution / active EE | $660 | $1,829-63.9% | $2,655-75.1% | $2,596-74.6% |
| Participant deferral / active EE | $2,223 | $2,867-22.5% | $3,941-43.6% | $4,027-44.8% |
| Admin fee / account holder | $23 | $4,355-99.5% | $4,932-99.5% | $5,403-99.6% |