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 | $10,749 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,056 | $95,416-85.3% | $185,823-92.4% | $85,850-83.6% |
| Participation rate | 98.9% | 68.8%+30.1pp | 81.7%+17.2pp | 69.3%+29.6pp |
| Annual return | 6.63% | 23.59%-17.0pp | 122.05%-115.4pp | 318.53%-311.9pp |
| Employer contribution / active EE | $2,159 | $3,314-34.8% | $5,167-58.2% | $2,565-15.8% |
| Participant deferral / active EE | $731 | $3,423-78.7% | $5,568-86.9% | $3,952-81.5% |
| Admin fee / account holder | $64 | $7,213-99.1% | $16,237-99.6% | $6,260-99.0% |