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 | $1,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,569 | $51,244-5.2% | $80,975-40.0% | $55,167-12.0% |
| Participation rate | 52.0% | 71.7%-19.7pp | 75.8%-23.8pp | 69.0%-17.0pp |
| Annual return | 6.06% | 17.39%-11.3pp | 17.10%-11.0pp | 169.23%-163.2pp |
| Employer contribution / active EE | $135 | $1,770-92.4% | $3,714-96.4% | $1,963-93.1% |
| Participant deferral / active EE | $2,363 | $4,418-46.5% | $5,696-58.5% | $3,054-22.6% |
| Admin fee / account holder | $40 | $398-89.9% | $5,516-99.3% | $504-92.0% |