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 | $8,555 |
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 | $13,183 | $77,899-83.1% | $149,673-91.2% | $75,163-82.5% |
| Participation rate | 98.7% | 65.6%+33.1pp | 78.8%+19.9pp | 67.2%+31.5pp |
| Annual return | 10.09% | 31.72%-21.6pp | 134.42%-124.3pp | 160.62%-150.5pp |
| Employer contribution / active EE | $2,264 | $3,137-27.9% | $4,818-53.0% | $2,670-15.2% |
| Participant deferral / active EE | $857 | $3,411-74.9% | $5,680-84.9% | $4,125-79.2% |
| Admin fee / account holder | $57 | $5,956-99.0% | $13,210-99.6% | $5,651-99.0% |