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 | $3,866 |
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 | $94,771 | $42,546+122.7% | $71,796+32.0% | $55,167+71.8% |
| Participation rate | 85.2% | 59.1%+26.1pp | 69.1%+16.1pp | 69.0%+16.2pp |
| Annual return | -1.14% | 12.36%-13.5pp | 78.04%-79.2pp | 169.23%-170.4pp |
| Employer contribution / active EE | $293 | $803-63.5% | $1,924-84.8% | $1,963-85.1% |
| Participant deferral / active EE | $2,351 | $2,064+13.9% | $2,794-15.9% | $3,054-23.0% |
| Admin fee / account holder | $34 | $650-94.7% | $4,815-99.3% | $504-93.2% |