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 | $525 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,098 | $31,388-58.3% | $73,545-82.2% | $62,292-79.0% |
| Participation rate | 23.7% | 39.9%-16.2pp | 54.9%-31.2pp | 69.5%-45.8pp |
| Annual return | 17.31% | 25.34%-8.0pp | -15.16%+32.5pp | 28.90%-11.6pp |
| Employer contribution / active EE | $206 | $498-58.6% | $1,219-83.1% | $2,042-89.9% |
| Participant deferral / active EE | $782 | $1,028-24.0% | $1,806-56.7% | $3,169-75.3% |
| Admin fee / account holder | $8 | $299-97.3% | $2,320-99.7% | $479-98.3% |