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 |
|---|---|---|
TWRU8+ years Service code 10 · EIN 72-1086666 | Accounting | $20,910 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,723 |
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 | $133,783 | $65,061+105.6% | $143,757-6.9% | $66,914+99.9% |
| Participation rate | 54.0% | 65.2%-11.2pp | 80.3%-26.3pp | 69.8%-15.8pp |
| Annual return | -18.97% | -11.14%-7.8pp | -0.04%-18.9pp | 1.58%-20.5pp |
| Employer contribution / active EE | $1,621 | $2,361-31.3% | $4,951-67.2% | $2,544-36.3% |
| Participant deferral / active EE | $3,446 | $2,919+18.1% | $5,637-38.9% | $4,237-18.7% |
| Admin fee / account holder | $183 | $502-63.5% | $14,673-98.7% | $593-69.1% |