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 | -$24,488 |
Employer contribution per participant 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 | $80,029 | $82,202-2.6% | $125,339-36.1% | $64,808+23.5% |
| Participation rate | 94.7% | 77.9%+16.8pp | 82.4%+12.3pp | 71.5%+23.2pp |
| Annual return | -17.01% | 3.48%-20.5pp | 572.05%-589.1pp | 32.82%-49.8pp |
| Employer contribution / active EE | $8 | $3,615-99.8% | $4,814-99.8% | $2,506-99.7% |
| Participant deferral / active EE | $9,020 | $7,175+25.7% | $7,446+21.1% | $4,310+109.3% |
| Admin fee / account holder | $11 | $163-93.4% | $10,010-99.9% | $188-94.3% |