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 9-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 | $1,069 |
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 | $139,883 | $122,239+14.4% | $184,203-24.1% | $74,495+87.8% |
| Participation rate | 95.9% | 85.5%+10.4pp | 86.8%+9.1pp | 67.2%+28.7pp |
| Annual return | 24.25% | 19.95%+4.3pp | 28.81%-4.6pp | 1364.94%-1340.7pp |
| Employer contribution / active EE | $5,833 | $4,537+28.6% | $6,427-9.2% | $2,623+122.4% |
| Participant deferral / active EE | $16,369 | $7,139+129.3% | $9,131+79.3% | $4,346+276.7% |
| Admin fee / account holder | $6 | $1,260-99.5% | $13,901-100.0% | $1,942-99.7% |