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 |
|---|---|---|
US BANK1 year Filed as: USBANK Service code 13 · EIN 31-0841368 | Contract Administrator | $9,395 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,013 | $32,425+41.9% | $74,583-38.3% | $55,167-16.6% |
| Participation rate | 99.5% | 54.0%+45.5pp | 68.1%+31.4pp | 69.0%+30.5pp |
| Annual return | -16.14% | 10.63%-26.8pp | 20.47%-36.6pp | 169.23%-185.4pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $1,995-100.0% | $3,458-100.0% | $3,054-100.0% |
| Admin fee / account holder | $15 | $748-98.0% | $4,138-99.6% | $504-97.0% |