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 | $746 |
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 | $156,044 | $65,118+139.6% | $76,768+103.3% | $55,725+180.0% |
| Participation rate | 50.3% | 79.6%-29.3pp | 77.0%-26.6pp | 70.9%-20.5pp |
| Annual return | -4.58% | -1.27%-3.3pp | 2.43%-7.0pp | 244.93%-249.5pp |
| Employer contribution / active EE | $1,279 | $1,941-34.1% | $2,485-48.5% | $2,078-38.5% |
| Participant deferral / active EE | $5,933 | $3,688+60.9% | $3,852+54.0% | $3,356+76.8% |
| Admin fee / account holder | $12 | $116-89.4% | $6,675-99.8% | $115-89.4% |