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 8-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 | $1,956 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,883 | $70,908+16.9% | $98,907-16.2% | $73,488+12.8% |
| Participation rate | 49.2% | 73.8%-24.6pp | 76.0%-26.9pp | 70.7%-21.5pp |
| Annual return | 15.13% | 34.17%-19.0pp | 196.43%-181.3pp | 28.51%-13.4pp |
| Employer contribution / active EE | $1,850 | $2,036-9.2% | $2,689-31.2% | $2,270-18.5% |
| Participant deferral / active EE | $2,405 | $3,500-31.3% | $4,244-43.3% | $3,740-35.7% |
| Admin fee / account holder | $24 | $535-95.4% | $6,642-99.6% | $513-95.2% |