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 | $1,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $89,418 | $73,102+22.3% | $123,544-27.6% | $56,287+58.9% |
| Participation rate | 69.1% | 74.3%-5.2pp | 82.3%-13.2pp | 69.9%-0.8pp |
| Annual return | -7.19% | 3.01%-10.2pp | 119.20%-126.4pp | -9.96%+2.8pp |
| Employer contribution / active EE | $2,797 | $2,977-6.1% | $4,628-39.6% | $2,111+32.5% |
| Participant deferral / active EE | $4,792 | $5,423-11.6% | $6,426-25.4% | $3,350+43.1% |
| Admin fee / account holder | $12 | $554-97.8% | $9,284-99.9% | $521-97.6% |