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 | $200 |
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 | $63,916 | $81,900-22.0% | $119,609-46.6% | $68,494-6.7% |
| Participation rate | 98.9% | 71.9%+27.0pp | 79.3%+19.7pp | 67.9%+31.0pp |
| Annual return | -18.39% | -23.82%+5.4pp | -14.97%-3.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,121 | $2,693-21.2% | $4,232-49.9% | $2,596-18.3% |
| Participant deferral / active EE | $6,133 | $4,148+47.9% | $5,602+9.5% | $4,027+52.3% |
| Admin fee / account holder | $25 | $6,582-99.6% | $10,323-99.8% | $5,403-99.5% |