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 | $6,038 |
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 | $104,836 | $50,199+108.8% | $70,092+49.6% | $66,914+56.7% |
| Participation rate | 95.3% | 66.3%+29.0pp | 70.5%+24.9pp | 69.8%+25.5pp |
| Annual return | -24.62% | -13.85%-10.8pp | 190.73%-215.4pp | 1.58%-26.2pp |
| Employer contribution / active EE | $4,914 | $1,864+163.6% | $2,559+92.1% | $2,544+93.2% |
| Participant deferral / active EE | $5,589 | $3,112+79.6% | $3,849+45.2% | $4,237+31.9% |
| Admin fee / account holder | $36 | $600-94.1% | $6,267-99.4% | $593-94.0% |