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 | $10,493 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,869 | $72,277-1.9% | $101,248-30.0% | $79,858-11.3% |
| Participation rate | 98.9% | 68.5%+30.5pp | 75.8%+23.1pp | 69.6%+29.3pp |
| Annual return | 8.53% | 22.30%-13.8pp | 46.47%-37.9pp | 31.71%-23.2pp |
| Employer contribution / active EE | $1,579 | $2,692-41.3% | $3,660-56.9% | $2,471-36.1% |
| Participant deferral / active EE | $3,552 | $3,282+8.2% | $4,370-18.7% | $3,740-5.0% |
| Admin fee / account holder | $104 | $4,400-97.6% | $5,945-98.3% | $5,306-98.0% |