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 | $725 |
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 | $76,356 | $48,576+57.2% | $169,463-54.9% | $56,287+35.7% |
| Participation rate | 28.7% | 65.8%-37.2pp | 77.8%-49.1pp | 69.9%-41.2pp |
| Annual return | -3.87% | -2.51%-1.4pp | 1.83%-5.7pp | -9.96%+6.1pp |
| Employer contribution / active EE | $910 | $1,559-41.7% | $4,159-78.1% | $2,111-56.9% |
| Participant deferral / active EE | $1,850 | $3,275-43.5% | $5,277-64.9% | $3,350-44.8% |
| Admin fee / account holder | $57 | $435-87.0% | $9,109-99.4% | $521-89.1% |