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 | $0 |
Filed as: SOUTH ATLANTIC CAPIT Service code 16 · EIN 56-1975618 | Consulting | $0 |
Service code 16 · EIN 56-1975618 | Consulting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,192 | $75,828+144.2% | $147,614+25.5% | $59,632+210.6% |
| Participation rate | 95.8% | 71.6%+24.2pp | 84.6%+11.2pp | 68.7%+27.1pp |
| Annual return | -3.17% | 0.37%-3.5pp | 61.98%-65.2pp | 2041.28%-2044.5pp |
| Employer contribution / active EE | $9,954 | $3,485+185.7% | $5,564+78.9% | $2,203+351.9% |
| Participant deferral / active EE | $5,770 | $3,130+84.3% | $4,895+17.9% | $3,192+80.8% |
| Admin fee / account holder | $204 | $5,985-96.6% | $11,611-98.2% | $4,297-95.2% |