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 | $14,489 |
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 | $213,196 | $101,317+110.4% | $146,958+45.1% | $74,495+186.2% |
| Participation rate | 90.4% | 75.5%+14.9pp | 82.2%+8.2pp | 67.2%+23.2pp |
| Annual return | 12.69% | 8730.91%-8718.2pp | 418.34%-405.6pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $2,864 | $3,810-24.8% | $4,933-41.9% | $2,623+9.2% |
| Participant deferral / active EE | $9,205 | $7,303+26.0% | $8,070+14.1% | $4,346+111.8% |
| Admin fee / account holder | $109 | $1,739-93.7% | $12,998-99.2% | $1,942-94.4% |