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 | $17,165 |
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 | $81,469 | $41,078+98.3% | $80,569+1.1% | $71,457+14.0% |
| Participation rate | 80.7% | 50.2%+30.5pp | 67.0%+13.7pp | 67.9%+12.8pp |
| Annual return | 22.30% | 38.45%-16.1pp | 935.43%-913.1pp | 28.85%-6.5pp |
| Employer contribution / active EE | $2,886 | $1,506+91.7% | $2,723+6.0% | $2,588+11.5% |
| Participant deferral / active EE | $5,797 | $2,699+114.8% | $4,447+30.4% | $4,289+35.2% |
| Admin fee / account holder | $124 | $1,840-93.3% | $5,377-97.7% | $1,587-92.2% |