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 | $1,531 |
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 | $184,859 | $99,957+84.9% | $149,696+23.5% | $73,488+151.5% |
| Participation rate | 93.3% | 75.7%+17.6pp | 82.5%+10.9pp | 70.7%+22.7pp |
| Annual return | 13.30% | 53.87%-40.6pp | 276.60%-263.3pp | 28.51%-15.2pp |
| Employer contribution / active EE | $2,893 | $3,191-9.3% | $4,644-37.7% | $2,270+27.4% |
| Participant deferral / active EE | $7,670 | $6,073+26.3% | $6,842+12.1% | $3,740+105.1% |
| Admin fee / account holder | $13 | $551-97.7% | $9,309-99.9% | $513-97.5% |