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 | $2,000 |
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.
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 | $172,442 | $56,171+207.0% | $108,745+58.6% | $55,167+212.6% |
| Participation rate | 81.0% | 70.7%+10.3pp | 77.7%+3.3pp | 69.0%+12.0pp |
| Annual return | 5.30% | 214.86%-209.6pp | 46.22%-40.9pp | 169.23%-163.9pp |
| Employer contribution / active EE | $4,370 | $2,153+103.0% | $3,323+31.5% | $1,963+122.7% |
| Participant deferral / active EE | $8,195 | $3,437+138.5% | $5,121+60.0% | $3,054+168.3% |
| Admin fee / account holder | $31 | $302-89.7% | $6,144-99.5% | $504-93.8% |