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 | $3,345 |
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 | $107,876 | $51,466+109.6% | $78,778+36.9% | $62,292+73.2% |
| Participation rate | 79.0% | 59.8%+19.2pp | 69.2%+9.8pp | 69.5%+9.5pp |
| Annual return | 11.82% | 19.96%-8.1pp | 35.62%-23.8pp | 28.90%-17.1pp |
| Employer contribution / active EE | $306 | $827-63.0% | $1,986-84.6% | $2,042-85.0% |
| Participant deferral / active EE | $2,518 | $2,147+17.3% | $2,958-14.9% | $3,169-20.5% |
| Admin fee / account holder | $38 | $489-92.2% | $5,134-99.3% | $479-92.1% |