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 | $3,650 |
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 | $94,960 | $65,435+45.1% | $86,677+9.6% | $66,914+41.9% |
| Participation rate | 84.1% | 75.5%+8.6pp | 76.6%+7.5pp | 69.8%+14.3pp |
| Annual return | -20.08% | -10.89%-9.2pp | 35.91%-56.0pp | 1.58%-21.7pp |
| Employer contribution / active EE | $2,633 | $2,153+22.3% | $2,836-7.2% | $2,544+3.5% |
| Participant deferral / active EE | $4,274 | $4,100+4.2% | $4,656-8.2% | $4,237+0.9% |
| Admin fee / account holder | $66 | $642-89.7% | $7,493-99.1% | $593-88.8% |