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 | $17,648 |
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 | $76,929 | $122,239-37.1% | $184,203-58.2% | $74,495+3.3% |
| Participation rate | 81.4% | 85.5%-4.1pp | 86.8%-5.4pp | 67.2%+14.2pp |
| Annual return | 13.54% | 19.95%-6.4pp | 28.81%-15.3pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,463 | $7,139-9.5% | $9,131-29.2% | $4,346+48.7% |
| Admin fee / account holder | $146 | $1,260-88.4% | $13,901-99.0% | $1,942-92.5% |