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 | $1,600 |
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 | $63,990 | $54,701+17.0% | $86,188-25.8% | $71,457-10.5% |
| Participation rate | 81.2% | 60.1%+21.1pp | 69.0%+12.2pp | 67.9%+13.3pp |
| Annual return | 15.43% | 20.06%-4.6pp | 1168.45%-1153.0pp | 28.85%-13.4pp |
| Employer contribution / active EE | $2,118 | $1,265+67.4% | $2,380-11.0% | $2,588-18.1% |
| Participant deferral / active EE | $3,457 | $3,108+11.2% | $3,985-13.3% | $4,289-19.4% |
| Admin fee / account holder | $15 | $1,922-99.2% | $6,852-99.8% | $1,587-99.0% |