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 15 · EIN 56-2375265 | Recordkeeping | $2,963 |
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 | $57,389 | $93,571-38.7% | $135,903-57.8% | $75,163-23.6% |
| Participation rate | 96.7% | 75.2%+21.6pp | 81.9%+14.8pp | 67.2%+29.5pp |
| Annual return | 34.98% | 30.90%+4.1pp | 68.23%-33.2pp | 160.62%-125.6pp |
| Employer contribution / active EE | $5,819 | $3,537+64.5% | $4,856+19.8% | $2,670+117.9% |
| Participant deferral / active EE | $12,365 | $6,404+93.1% | $7,758+59.4% | $4,125+199.7% |
| Admin fee / account holder | $116 | $6,975-98.3% | $10,762-98.9% | $5,651-98.0% |