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 | $1,006 |
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 | $219,896 | $76,552+187.3% | $123,892+77.5% | $62,891+249.6% |
| Participation rate | 77.4% | 73.0%+4.4pp | 81.4%-4.1pp | 69.3%+8.1pp |
| Annual return | 5.30% | 18.68%-13.4pp | 47.52%-42.2pp | 20.14%-14.8pp |
| Employer contribution / active EE | $4,716 | $2,883+63.6% | $4,617+2.1% | $2,281+106.8% |
| Participant deferral / active EE | $10,058 | $4,840+107.8% | $5,984+68.1% | $3,203+214.0% |
| Admin fee / account holder | $31 | $4,826-99.4% | $8,357-99.6% | $4,296-99.3% |