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 | $1,400 |
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.
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 | $39,557 | $66,124-40.2% | $90,404-56.2% | $73,488-46.2% |
| Participation rate | 28.3% | 69.7%-41.4pp | 72.7%-44.4pp | 70.7%-42.4pp |
| Annual return | 9.77% | 17.65%-7.9pp | 1293.02%-1283.2pp | 28.51%-18.7pp |
| Employer contribution / active EE | $386 | $2,346-83.6% | $3,262-88.2% | $2,270-83.0% |
| Participant deferral / active EE | $1,114 | $3,039-63.3% | $3,963-71.9% | $3,740-70.2% |
| Admin fee / account holder | $16 | $396-95.9% | $5,611-99.7% | $513-96.8% |