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 | $22,358 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $19,786 |
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 | $47,678 | $81,474-41.5% | $133,956-64.4% | $73,488-35.1% |
| Participation rate | 95.7% | 76.4%+19.3pp | 79.8%+15.9pp | 70.7%+25.0pp |
| Annual return | 10.07% | 19.40%-9.3pp | 45.09%-35.0pp | 28.51%-18.4pp |
| Employer contribution / active EE | $1,157 | $2,209-47.6% | $3,919-70.5% | $2,270-49.0% |
| Participant deferral / active EE | $3,517 | $3,786-7.1% | $5,048-30.3% | $3,740-5.9% |
| Admin fee / account holder | $238 | $713-66.6% | $8,927-97.3% | $513-53.6% |