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 | $688 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,344 | $104,475+64.0% | $159,436+7.5% | $79,386+115.8% |
| Participation rate | 94.8% | 76.6%+18.2pp | 82.8%+12.0pp | 70.7%+24.1pp |
| Annual return | 8.15% | 67.95%-59.8pp | 263.57%-255.4pp | 116.85%-108.7pp |
| Employer contribution / active EE | $5,241 | $3,417+53.4% | $4,829+8.5% | $2,427+115.9% |
| Participant deferral / active EE | $5,369 | $6,467-17.0% | $7,352-27.0% | $4,046+32.7% |
| Admin fee / account holder | $5 | $711-99.2% | $10,799-99.9% | $626-99.1% |