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 | $2,801 |
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 | $83,923 | $78,485+6.9% | $106,213-21.0% | $74,495+12.7% |
| Participation rate | 44.5% | 72.8%-28.3pp | 75.3%-30.8pp | 67.2%-22.7pp |
| Annual return | 13.13% | 15.95%-2.8pp | 116.14%-103.0pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $2,649 | $2,523+5.0% | $3,171-16.5% | $2,623+1.0% |
| Participant deferral / active EE | $3,539 | $4,322-18.1% | $5,016-29.4% | $4,346-18.6% |
| Admin fee / account holder | $22 | $2,232-99.0% | $11,033-99.8% | $1,942-98.9% |