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 | $11,377 |
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 | $16,039 | $58,879-72.8% | $178,490-91.0% | $73,488-78.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 8.41% | 24.86%-16.4pp | 151.07%-142.7pp | 28.51%-20.1pp |
| Employer contribution / active EE | $1,699 | $2,236-24.0% | $5,011-66.1% | $2,270-25.1% |
| Participant deferral / active EE | $876 | $2,567-65.9% | $5,202-83.2% | $3,740-76.6% |
| Admin fee / account holder | $63 | $400-84.2% | $13,984-99.5% | $513-87.7% |