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 | $8,476 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,445 | $78,672-0.3% | $109,143-28.1% | $85,850-8.6% |
| Participation rate | 97.8% | 68.3%+29.5pp | 75.9%+21.9pp | 69.3%+28.4pp |
| Annual return | 11.03% | 25.09%-14.1pp | 25.75%-14.7pp | 318.53%-307.5pp |
| Employer contribution / active EE | $1,686 | $2,735-38.3% | $3,722-54.7% | $2,565-34.3% |
| Participant deferral / active EE | $3,691 | $3,467+6.4% | $4,653-20.7% | $3,952-6.6% |
| Admin fee / account holder | $76 | $5,469-98.6% | $6,752-98.9% | $6,260-98.8% |