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 | $7,050 |
STIFEL NICOLAUS & CO INC3+ years Service code 61 · EIN 43-0538770 | Finders' fees / placement fees | $0 |
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 | $83,850 | $155,795-46.2% | $136,294-38.5% | $69,631+20.4% |
| Participation rate | 92.1% | 75.2%+16.8pp | 81.9%+10.2pp | 70.7%+21.4pp |
| Annual return | 16.05% | 232464.33%-232448.3pp | 5155.94%-5139.9pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $2,156 | $2,991-27.9% | $4,695-54.1% | $2,032+6.1% |
| Participant deferral / active EE | $4,751 | $5,394-11.9% | $6,247-23.9% | $3,224+47.4% |
| Admin fee / account holder | $18 | $128-86.1% | $9,243-99.8% | $110-83.9% |