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 | $444 |
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 | $202,266 | $91,407+121.3% | $135,903+48.8% | $71,457+183.1% |
| Participation rate | 85.2% | 75.7%+9.6pp | 81.9%+3.3pp | 67.9%+17.3pp |
| Annual return | 12.85% | 29.90%-17.0pp | 68.23%-55.4pp | 28.85%-16.0pp |
| Employer contribution / active EE | $12,159 | $3,703+228.3% | $4,856+150.4% | $2,588+369.9% |
| Participant deferral / active EE | $6,464 | $7,092-8.9% | $7,758-16.7% | $4,289+50.7% |
| Admin fee / account holder | $4 | $1,266-99.7% | $10,762-100.0% | $1,587-99.8% |