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 | $6,692 |
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 | $89,344 | $83,427+7.1% | $115,756-22.8% | $68,494+30.4% |
| Participation rate | 88.7% | 71.9%+16.8pp | 77.1%+11.6pp | 67.9%+20.8pp |
| Annual return | -17.01% | -10.95%-6.1pp | 143.14%-160.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $4,162 | $3,075+35.4% | $3,793+9.8% | $2,596+60.3% |
| Participant deferral / active EE | $7,353 | $5,355+37.3% | $6,254+17.6% | $4,027+82.6% |
| Admin fee / account holder | $81 | $5,708-98.6% | $8,124-99.0% | $5,403-98.5% |