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 | $490 |
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 a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,085 | $102,553-11.2% | $151,611-39.9% | $66,914+36.1% |
| Participation rate | 88.3% | 85.5%+2.8pp | 87.5%+0.8pp | 69.8%+18.5pp |
| Annual return | -18.66% | -10.82%-7.8pp | 3.33%-22.0pp | 1.58%-20.2pp |
| Employer contribution / active EE | $2,575 | $4,180-38.4% | $6,166-58.2% | $2,544+1.2% |
| Participant deferral / active EE | $7,296 | $6,641+9.9% | $8,363-12.8% | $4,237+72.2% |
| Admin fee / account holder | $31 | $630-95.1% | $11,616-99.7% | $593-94.8% |