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 | $1,638 |
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 | $82,155 | $72,607+13.1% | $90,749-9.5% | $66,914+22.8% |
| Participation rate | 45.7% | 73.7%-28.0pp | 75.7%-30.0pp | 69.8%-24.2pp |
| Annual return | -15.32% | -12.28%-3.0pp | -12.16%-3.2pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,889 | $2,369-20.3% | $2,921-35.3% | $2,544-25.8% |
| Participant deferral / active EE | $3,060 | $3,977-23.1% | $4,564-33.0% | $4,237-27.8% |
| Admin fee / account holder | $19 | $707-97.3% | $8,445-99.8% | $593-96.8% |