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 | $9,455 |
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 | $64,302 | $76,670-16.1% | $96,683-33.5% | $71,457-10.0% |
| Participation rate | 99.0% | 66.6%+32.4pp | 74.3%+24.7pp | 67.9%+31.1pp |
| Annual return | 14.69% | 48.29%-33.6pp | 35.69%-21.0pp | 28.85%-14.2pp |
| Employer contribution / active EE | $1,809 | $3,031-40.3% | $3,737-51.6% | $2,588-30.1% |
| Participant deferral / active EE | $3,959 | $3,771+5.0% | $4,878-18.8% | $4,289-7.7% |
| Admin fee / account holder | $73 | $2,028-96.4% | $6,730-98.9% | $1,587-95.4% |