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 | $10,244 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,772 | $63,905-29.9% | $74,183-39.6% | $57,658-22.4% |
| Participation rate | 94.2% | 79.8%+14.4pp | 76.6%+17.5pp | 70.2%+23.9pp |
| Annual return | 4.26% | 60.60%-56.3pp | 17.74%-13.5pp | 5.13%-0.9pp |
| Employer contribution / active EE | $1,562 | $1,840-15.1% | $2,370-34.1% | $1,974-20.9% |
| Participant deferral / active EE | $1,761 | $3,448-48.9% | $3,550-50.4% | $3,061-42.5% |
| Admin fee / account holder | $28 | $91-69.3% | $5,586-99.5% | $95-70.4% |