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 | $2,088 |
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 | $51,514 | $59,332-13.2% | $90,223-42.9% | $59,632-13.6% |
| Participation rate | 67.4% | 71.9%-4.5pp | 79.0%-11.7pp | 68.7%-1.3pp |
| Annual return | -4.18% | 3.25%-7.4pp | 1.31%-5.5pp | 2041.28%-2045.5pp |
| Employer contribution / active EE | $3,215 | $3,031+6.1% | $4,378-26.6% | $2,203+46.0% |
| Participant deferral / active EE | $4,449 | $4,369+1.8% | $5,792-23.2% | $3,192+39.4% |
| Admin fee / account holder | $25 | $5,032-99.5% | $7,406-99.7% | $4,297-99.4% |