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 | $2,631 |
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 | $99,397 | $63,745+55.9% | $98,442+1.0% | $79,386+25.2% |
| Participation rate | 69.7% | 69.9%-0.2pp | 73.3%-3.6pp | 70.7%-1.0pp |
| Annual return | 20.01% | 625.80%-605.8pp | 1492.73%-1472.7pp | 116.85%-96.8pp |
| Employer contribution / active EE | $2,560 | $2,557+0.1% | $2,960-13.5% | $2,427+5.5% |
| Participant deferral / active EE | $3,148 | $3,303-4.7% | $4,276-26.4% | $4,046-22.2% |
| Admin fee / account holder | $29 | $516-94.5% | $5,949-99.5% | $626-95.4% |