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 | $18,450 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,322 | $110,094-41.6% | $151,611-57.6% | $68,494-6.1% |
| Participation rate | 95.0% | 84.0%+11.0pp | 87.5%+7.5pp | 67.9%+27.1pp |
| Annual return | -13.70% | -10.12%-3.6pp | 3.33%-17.0pp | -7.84%-5.9pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,651 | $6,527+17.2% | $8,363-8.5% | $4,027+90.0% |
| Admin fee / account holder | $166 | $7,719-97.8% | $11,616-98.6% | $5,403-96.9% |