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 | -$9,523 |
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 | $79,689 | $99,078-19.6% | $96,544-17.5% | $74,419+7.1% |
| Participation rate | 99.2% | 80.7%+18.6pp | 76.0%+23.3pp | 70.7%+28.5pp |
| Annual return | 22.11% | 22.48%-0.4pp | 25.84%-3.7pp | 34.38%-12.3pp |
| Employer contribution / active EE | $2,183 | $2,570-15.1% | $2,965-26.4% | $2,637-17.2% |
| Participant deferral / active EE | $5,536 | $4,933+12.2% | $4,851+14.1% | $4,528+22.3% |
| Admin fee / account holder | $11 | $225-95.3% | $8,252-99.9% | $348-96.9% |