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 | -$33,172 |
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 | $34,729 | $73,360-52.7% | $177,989-80.5% | $74,495-53.4% |
| Participation rate | 80.2% | 66.6%+13.6pp | 77.1%+3.1pp | 67.2%+13.0pp |
| Annual return | 13.77% | 17.49%-3.7pp | 294.48%-280.7pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,426 | $2,216-35.7% | $3,949-63.9% | $2,623-45.6% |
| Participant deferral / active EE | $2,596 | $4,513-42.5% | $6,276-58.6% | $4,346-40.3% |
| Admin fee / account holder | -$131 | $1,808-107.3% | $10,363-101.3% | $1,942-106.8% |