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 | $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,242 | $72,607+73.9% | $90,749+39.1% | $66,914+88.7% |
| Participation rate | 66.1% | 73.7%-7.6pp | 75.7%-9.6pp | 69.8%-3.7pp |
| Annual return | -17.77% | -12.28%-5.5pp | -12.16%-5.6pp | 1.58%-19.4pp |
| Employer contribution / active EE | $1,032 | $2,369-56.4% | $2,921-64.7% | $2,544-59.4% |
| Participant deferral / active EE | $3,647 | $3,977-8.3% | $4,564-20.1% | $4,237-13.9% |
| Admin fee / account holder | $63 | $707-91.1% | $8,445-99.3% | $593-89.4% |