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 | $9,088 |
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 | $58,884 | $74,024-20.5% | $77,999-24.5% | $57,658+2.1% |
| Participation rate | 80.7% | 79.7%+1.0pp | 75.5%+5.2pp | 70.2%+10.5pp |
| Annual return | 5.63% | 12.14%-6.5pp | 425.96%-420.3pp | 5.13%+0.5pp |
| Employer contribution / active EE | $1,826 | $2,365-22.8% | $2,470-26.1% | $1,974-7.5% |
| Participant deferral / active EE | $3,672 | $3,533+3.9% | $3,497+5.0% | $3,061+20.0% |
| Admin fee / account holder | $12 | $93-86.8% | $5,480-99.8% | $95-87.0% |