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 | $638 |
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 that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,221 | $84,487+31.6% | $125,339-11.3% | $66,914+66.2% |
| Participation rate | 70.3% | 76.4%-6.1pp | 82.4%-12.0pp | 69.8%+0.5pp |
| Annual return | -21.27% | -8.39%-12.9pp | 572.05%-593.3pp | 1.58%-22.9pp |
| Employer contribution / active EE | $2,496 | $3,553-29.7% | $4,814-48.1% | $2,544-1.9% |
| Participant deferral / active EE | $6,937 | $6,781+2.3% | $7,446-6.8% | $4,237+63.7% |
| Admin fee / account holder | $18 | $685-97.4% | $10,010-99.8% | $593-97.0% |