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 | -$11,903 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,424 | $72,254+146.9% | $86,677+105.9% | $64,808+175.3% |
| Participation rate | 40.2% | 80.4%-40.2pp | 76.6%-36.4pp | 71.5%-31.3pp |
| Annual return | -14.67% | 392.42%-407.1pp | 35.91%-50.6pp | 32.82%-47.5pp |
| Employer contribution / active EE | $1,319 | $2,393-44.9% | $2,836-53.5% | $2,506-47.4% |
| Participant deferral / active EE | $5,819 | $4,658+24.9% | $4,656+25.0% | $4,310+35.0% |
| Admin fee / account holder | -$42 | $174-124.4% | $7,493-100.6% | $188-122.6% |