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 | $2,063 |
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 | $179,785 | $91,407+96.7% | $135,903+32.3% | $71,457+151.6% |
| Participation rate | 96.7% | 75.7%+21.1pp | 81.9%+14.8pp | 67.9%+28.8pp |
| Annual return | 15.70% | 29.90%-14.2pp | 68.23%-52.5pp | 28.85%-13.2pp |
| Employer contribution / active EE | $3,045 | $3,703-17.8% | $4,856-37.3% | $2,588+17.7% |
| Participant deferral / active EE | $8,899 | $7,092+25.5% | $7,758+14.7% | $4,289+107.5% |
| Admin fee / account holder | $15 | $1,266-98.8% | $10,762-99.9% | $1,587-99.1% |