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 | $531 |
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 | $167,865 | $84,487+98.7% | $125,339+33.9% | $66,914+150.9% |
| Participation rate | 91.9% | 76.4%+15.5pp | 82.4%+9.5pp | 69.8%+22.1pp |
| Annual return | -9.62% | -8.39%-1.2pp | 572.05%-581.7pp | 1.58%-11.2pp |
| Employer contribution / active EE | $5,717 | $3,553+60.9% | $4,814+18.8% | $2,544+124.7% |
| Participant deferral / active EE | $6,486 | $6,781-4.4% | $7,446-12.9% | $4,237+53.1% |
| Admin fee / account holder | $4 | $685-99.4% | $10,010-100.0% | $593-99.3% |