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 6-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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $122,279 | $89,904+36.0% | $453,369-73.0% | $86,799+40.9% |
| Participation rate | 67.3% | 75.7%-8.4pp | 78.0%-10.7pp | 72.3%-5.0pp |
| Annual return | 9.93% | 19.72%-9.8pp | 64.40%-54.5pp | 97.91%-88.0pp |
| Employer contribution / active EE | $1,689 | $3,279-48.5% | $4,070-58.5% | $2,405-29.8% |
| Participant deferral / active EE | $7,245 | $5,114+41.7% | $6,209+16.7% | $4,131+75.4% |
| Admin fee / account holder | $0 | $156-100.0% | $11,209-100.0% | $170-100.0% |