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 | $1,382 |
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.
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 | $27,091 | $54,320-50.1% | $67,652-60.0% | $52,331-48.2% |
| Participation rate | 61.9% | 73.6%-11.7pp | 75.7%-13.7pp | 68.1%-6.2pp |
| Annual return | -0.70% | 6.81%-7.5pp | 6625.04%-6625.7pp | 4.54%-5.2pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,817 | $2,950-38.4% | $3,560-49.0% | $3,022-39.9% |
| Admin fee / account holder | $12 | $527-97.8% | $4,821-99.8% | $592-98.0% |