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 | $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 | $86,655 | $56,972+52.1% | $182,532-52.5% | $65,185+32.9% |
| Participation rate | 29.6% | 66.5%-36.9pp | 78.0%-48.4pp | 70.2%-40.6pp |
| Annual return | 19.56% | 27.67%-8.1pp | 148.54%-129.0pp | 29.38%-9.8pp |
| Employer contribution / active EE | $863 | $1,615-46.5% | $4,076-78.8% | $2,177-60.3% |
| Participant deferral / active EE | $1,810 | $3,526-48.7% | $5,524-67.2% | $3,514-48.5% |
| Admin fee / account holder | $46 | $528-91.2% | $8,592-99.5% | $847-94.5% |