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 | $2,215 |
SII INVESTMENTS INC2+ years Service code 61 · EIN 39-1099262 | Finders' fees / placement fees | $0 |
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 | $42,900 | $76,552-44.0% | $123,892-65.4% | $62,891-31.8% |
| Participation rate | 59.5% | 73.0%-13.5pp | 81.4%-21.9pp | 69.3%-9.8pp |
| Annual return | 7.28% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $4,400 | $2,883+52.6% | $4,617-4.7% | $2,281+92.9% |
| Participant deferral / active EE | $8,433 | $4,840+74.2% | $5,984+40.9% | $3,203+163.3% |
| Admin fee / account holder | $14 | $4,826-99.7% | $8,357-99.8% | $4,296-99.7% |