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 | $1,545 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,689 | $44,425-26.4% | $67,834-51.8% | $55,167-40.7% |
| Participation rate | 12.9% | 59.7%-46.8pp | 68.8%-55.9pp | 69.0%-56.1pp |
| Annual return | 5.10% | 17.80%-12.7pp | 138.47%-133.4pp | 169.23%-164.1pp |
| Employer contribution / active EE | $377 | $1,351-72.1% | $2,403-84.3% | $1,963-80.8% |
| Participant deferral / active EE | $770 | $2,166-64.4% | $3,160-75.6% | $3,054-74.8% |
| Admin fee / account holder | $52 | $530-90.3% | $4,622-98.9% | $504-89.8% |