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 | $13,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,628 | $72,254+14.4% | $86,677-4.7% | $64,808+27.5% |
| Participation rate | 61.3% | 80.4%-19.1pp | 76.6%-15.3pp | 71.5%-10.2pp |
| Annual return | -18.07% | 392.42%-410.5pp | 35.91%-54.0pp | 32.82%-50.9pp |
| Employer contribution / active EE | $2,107 | $2,393-11.9% | $2,836-25.7% | $2,506-15.9% |
| Participant deferral / active EE | $4,374 | $4,658-6.1% | $4,656-6.0% | $4,310+1.5% |
| Admin fee / account holder | $90 | $174-48.2% | $7,493-98.8% | $188-52.1% |