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 | $8,206 |
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 | $114,549 | $73,638+55.6% | $95,952+19.4% | $73,488+55.9% |
| Participation rate | 92.2% | 76.2%+16.0pp | 77.1%+15.1pp | 70.7%+21.5pp |
| Annual return | 16.02% | 16.78%-0.8pp | 91.61%-75.6pp | 28.51%-12.5pp |
| Employer contribution / active EE | $1,560 | $1,863-16.3% | $2,541-38.6% | $2,270-31.3% |
| Participant deferral / active EE | $3,399 | $3,617-6.0% | $4,167-18.4% | $3,740-9.1% |
| Admin fee / account holder | $99 | $482-79.4% | $6,795-98.5% | $513-80.7% |