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 | $1,850 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,186 | $80,968+25.0% | $96,544+4.8% | $75,163+34.6% |
| Participation rate | 87.1% | 71.8%+15.4pp | 76.0%+11.2pp | 67.2%+20.0pp |
| Annual return | -7.39% | 27.06%-34.5pp | 25.84%-33.2pp | 160.62%-168.0pp |
| Employer contribution / active EE | $1,437 | $2,282-37.0% | $2,965-51.5% | $2,670-46.2% |
| Participant deferral / active EE | $7,935 | $3,928+102.0% | $4,851+63.6% | $4,125+92.4% |
| Admin fee / account holder | $25 | $6,724-99.6% | $8,252-99.7% | $5,651-99.6% |