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 | $1,475 |
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 | $33,585 | $47,722-29.6% | $82,719-59.4% | $64,808-48.2% |
| Participation rate | 35.3% | 67.6%-32.3pp | 72.6%-37.2pp | 71.5%-36.1pp |
| Annual return | -13.92% | -13.05%-0.9pp | 701.18%-715.1pp | 32.82%-46.7pp |
| Employer contribution / active EE | $491 | $2,179-77.5% | $3,009-83.7% | $2,506-80.4% |
| Participant deferral / active EE | $1,518 | $3,329-54.4% | $4,395-65.5% | $4,310-64.8% |
| Admin fee / account holder | $14 | $143-90.2% | $5,329-99.7% | $188-92.5% |