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 | $2,656 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,753 | $51,197+79.2% | $82,719+10.9% | $66,914+37.1% |
| Participation rate | 64.6% | 67.8%-3.2pp | 72.6%-7.9pp | 69.8%-5.2pp |
| Annual return | -18.43% | -9.64%-8.8pp | 701.18%-719.6pp | 1.58%-20.0pp |
| Employer contribution / active EE | $2,500 | $2,611-4.2% | $3,009-16.9% | $2,544-1.7% |
| Participant deferral / active EE | $2,997 | $3,458-13.3% | $4,395-31.8% | $4,237-29.3% |
| Admin fee / account holder | $33 | $416-91.9% | $5,329-99.4% | $593-94.4% |