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 | $131 |
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 | $225,873 | $73,638+206.7% | $95,952+135.4% | $73,488+207.4% |
| Participation rate | 77.7% | 76.2%+1.6pp | 77.1%+0.6pp | 70.7%+7.0pp |
| Annual return | 18.81% | 16.78%+2.0pp | 91.61%-72.8pp | 28.51%-9.7pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $15,216 | $3,617+320.7% | $4,167+265.2% | $3,740+306.9% |
| Admin fee / account holder | $14 | $482-97.2% | $6,795-99.8% | $513-97.4% |