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 | $3,763 |
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 | $45,998 | $56,629-18.8% | $77,999-41.0% | $55,167-16.6% |
| Participation rate | 82.9% | 73.3%+9.6pp | 75.5%+7.4pp | 69.0%+13.9pp |
| Annual return | 3.11% | 2866.98%-2863.9pp | 425.96%-422.8pp | 169.23%-166.1pp |
| Employer contribution / active EE | $956 | $1,723-44.5% | $2,470-61.3% | $1,963-51.3% |
| Participant deferral / active EE | $1,861 | $2,777-33.0% | $3,497-46.8% | $3,054-39.1% |
| Admin fee / account holder | $33 | $467-93.0% | $5,480-99.4% | $504-93.5% |