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 | $3,400 |
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 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 | $82,547 | $73,638+12.1% | $95,952-14.0% | $73,488+12.3% |
| Participation rate | 61.9% | 76.2%-14.3pp | 77.1%-15.2pp | 70.7%-8.8pp |
| Annual return | 12.53% | 16.78%-4.2pp | 91.61%-79.1pp | 28.51%-16.0pp |
| Employer contribution / active EE | $1,504 | $1,863-19.3% | $2,541-40.8% | $2,270-33.7% |
| Participant deferral / active EE | $3,144 | $3,617-13.1% | $4,167-24.6% | $3,740-15.9% |
| Admin fee / account holder | $24 | $482-95.0% | $6,795-99.6% | $513-95.3% |