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 |
|---|---|---|
UHY LLP1 year Service code 10 · EIN 20-0694403 | Accounting | $11,531 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,164 |
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 | $38,953 | $71,883-45.8% | $86,677-55.1% | $68,494-43.1% |
| Participation rate | 97.9% | 72.2%+25.7pp | 76.6%+21.3pp | 67.9%+30.0pp |
| Annual return | -18.20% | 3.52%-21.7pp | 35.91%-54.1pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,139 | $2,173-47.6% | $2,836-59.9% | $2,596-56.1% |
| Participant deferral / active EE | $2,315 | $3,779-38.7% | $4,656-50.3% | $4,027-42.5% |
| Admin fee / account holder | $222 | $6,112-96.4% | $7,493-97.0% | $5,403-95.9% |