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 | $1,312 |
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 | $178,483 | $130,655+36.6% | $93,789+90.3% | $64,808+175.4% |
| Participation rate | 62.5% | 84.9%-22.4pp | 81.0%-18.5pp | 71.5%-9.0pp |
| Annual return | -17.18% | -14.04%-3.1pp | -11.33%-5.8pp | 32.82%-50.0pp |
| Employer contribution / active EE | $4,221 | $5,594-24.5% | $4,323-2.3% | $2,506+68.4% |
| Participant deferral / active EE | $5,933 | $8,067-26.5% | $6,094-2.6% | $4,310+37.6% |
| Admin fee / account holder | $5 | $140-96.2% | $7,195-99.9% | $188-97.2% |