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 | $7,657 |
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 | $66,080 | $64,707+2.1% | $112,228-41.1% | $68,494-3.5% |
| Participation rate | 97.8% | 67.2%+30.7pp | 75.1%+22.7pp | 67.9%+29.9pp |
| Annual return | -14.03% | -11.40%-2.6pp | 27.45%-41.5pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,648 | $2,746-40.0% | $3,635-54.6% | $2,596-36.5% |
| Participant deferral / active EE | $4,053 | $3,565+13.7% | $4,728-14.3% | $4,027+0.7% |
| Admin fee / account holder | $74 | $5,232-98.6% | $6,410-98.9% | $5,403-98.6% |