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 | $12,312 |
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 | $54,337 | $50,458+7.7% | $159,960-66.0% | $64,808-16.2% |
| Participation rate | 81.5% | 68.0%+13.5pp | 78.0%+3.6pp | 71.5%+10.1pp |
| Annual return | -16.19% | -13.42%-2.8pp | 408.60%-424.8pp | 32.82%-49.0pp |
| Employer contribution / active EE | $2,636 | $1,722+53.1% | $4,226-37.6% | $2,506+5.2% |
| Participant deferral / active EE | $4,871 | $4,004+21.7% | $6,182-21.2% | $4,310+13.0% |
| Admin fee / account holder | $35 | $706-95.1% | $8,698-99.6% | $188-81.5% |