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 27 · EIN 35-2552359 | Advisory (Plan) | $25,842 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,923 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,694 | $66,302-19.0% | $110,238-51.3% | $56,287-4.6% |
| Participation rate | 61.3% | 74.9%-13.7pp | 79.8%-18.6pp | 69.9%-8.6pp |
| Annual return | -4.45% | -1.18%-3.3pp | 314.74%-319.2pp | -9.96%+5.5pp |
| Employer contribution / active EE | $373 | $2,047-81.8% | $3,826-90.3% | $2,111-82.3% |
| Participant deferral / active EE | $2,054 | $3,381-39.3% | $4,672-56.0% | $3,350-38.7% |
| Admin fee / account holder | $219 | $698-68.7% | $8,547-97.4% | $521-58.0% |