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 | $4,485 |
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 | $49,116 | $62,132-20.9% | $185,823-73.6% | $73,488-33.2% |
| Participation rate | 82.5% | 67.8%+14.7pp | 78.0%+4.5pp | 70.7%+11.8pp |
| Annual return | 15.80% | 20.44%-4.6pp | 35.95%-20.2pp | 28.51%-12.7pp |
| Employer contribution / active EE | $1,664 | $1,681-1.0% | $4,087-59.3% | $2,270-26.7% |
| Participant deferral / active EE | $3,600 | $3,711-3.0% | $5,632-36.1% | $3,740-3.7% |
| Admin fee / account holder | $35 | $419-91.6% | $9,500-99.6% | $513-93.1% |