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 10-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 | $975 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,394 | $54,320+169.5% | $67,652+116.4% | $52,331+179.7% |
| Participation rate | 49.8% | 73.6%-23.8pp | 75.7%-25.9pp | 68.1%-18.3pp |
| Annual return | 0.09% | 6.81%-6.7pp | 6625.04%-6625.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,045 | $1,544-32.3% | $2,266-53.9% | $1,882-44.5% |
| Participant deferral / active EE | $5,016 | $2,950+70.0% | $3,560+40.9% | $3,022+66.0% |
| Admin fee / account holder | $7 | $527-98.7% | $4,821-99.9% | $592-98.9% |