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 | $2,488 |
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 | $101,331 | $58,264+73.9% | $86,612+17.0% | $71,457+41.8% |
| Participation rate | 65.5% | 65.0%+0.5pp | 71.7%-6.2pp | 67.9%-2.5pp |
| Annual return | 19.74% | 21.63%-1.9pp | 591.07%-571.3pp | 28.85%-9.1pp |
| Employer contribution / active EE | $2,374 | $2,574-7.8% | $3,022-21.5% | $2,588-8.3% |
| Participant deferral / active EE | $3,096 | $3,436-9.9% | $4,438-30.2% | $4,289-27.8% |
| Admin fee / account holder | $34 | $1,057-96.8% | $5,614-99.4% | $1,587-97.9% |