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 14 · EIN 81-0448832 | Plan Administrator | $6,924 |
LOOMIS SAYLES1 year Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $5,229 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,819 | $91,517-84.9% | $101,248-86.4% | $73,409-81.2% |
| Participation rate | 66.0% | 73.8%-7.8pp | 75.8%-9.9pp | 72.2%-6.2pp |
| Annual return | 11.31% | 17.17%-5.9pp | 46.47%-35.2pp | 59.29%-48.0pp |
| Employer contribution / active EE | $0 | $2,877-100.0% | $3,660-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,888 | $3,338-43.4% | $4,370-56.8% | $3,805-50.4% |
| Admin fee / account holder | $99 | $216-54.2% | $5,945-98.3% | $158-37.3% |