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 | $1,363 |
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.
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 | $89,503 | $79,428+12.7% | $106,548-16.0% | $79,386+12.7% |
| Participation rate | 52.6% | 74.1%-21.5pp | 76.1%-23.5pp | 70.7%-18.1pp |
| Annual return | 16.39% | 18.27%-1.9pp | 26.80%-10.4pp | 116.85%-100.5pp |
| Employer contribution / active EE | $1,715 | $2,234-23.3% | $2,819-39.2% | $2,427-29.4% |
| Participant deferral / active EE | $2,884 | $3,823-24.6% | $4,398-34.4% | $4,046-28.7% |
| Admin fee / account holder | $16 | $523-97.0% | $7,407-99.8% | $626-97.5% |