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 55 · EIN 38-2722519 | Other Commissions | $32,998 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,961 |
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 | $62,156 | $64,119-3.1% | $112,228-44.6% | $66,914-7.1% |
| Participation rate | 97.7% | 68.5%+29.3pp | 75.1%+22.7pp | 69.8%+27.9pp |
| Annual return | -15.68% | -13.81%-1.9pp | 27.45%-43.1pp | 1.58%-17.3pp |
| Employer contribution / active EE | $4,345 | $3,005+44.6% | $3,635+19.5% | $2,544+70.8% |
| Participant deferral / active EE | $4,331 | $3,693+17.3% | $4,728-8.4% | $4,237+2.2% |
| Admin fee / account holder | -$10 | $625-101.6% | $6,410-100.2% | $593-101.6% |