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 31 · EIN 22-3189064 | Named fiduciary | $5,313 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,956 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,244 | $60,165-68.0% | $74,183-74.1% | $55,167-65.1% |
| Participation rate | 91.9% | 74.2%+17.8pp | 76.6%+15.3pp | 69.0%+22.9pp |
| Annual return | 5.45% | 10.00%-4.5pp | 17.74%-12.3pp | 169.23%-163.8pp |
| Employer contribution / active EE | $1,800 | $1,600+12.5% | $2,370-24.1% | $1,963-8.3% |
| Participant deferral / active EE | $2,368 | $2,973-20.3% | $3,550-33.3% | $3,054-22.5% |
| Admin fee / account holder | $31 | $419-92.7% | $5,586-99.5% | $504-93.9% |