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 | $827 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,771 | $104,475-9.3% | $159,436-40.6% | $79,386+19.4% |
| Participation rate | 59.0% | 76.6%-17.6pp | 82.8%-23.8pp | 70.7%-11.7pp |
| Annual return | 12.83% | 67.95%-55.1pp | 263.57%-250.7pp | 116.85%-104.0pp |
| Employer contribution / active EE | $3,053 | $3,417-10.6% | $4,829-36.8% | $2,427+25.8% |
| Participant deferral / active EE | $6,187 | $6,467-4.3% | $7,352-15.9% | $4,046+52.9% |
| Admin fee / account holder | $7 | $711-99.0% | $10,799-99.9% | $626-98.8% |