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 | $1,694 |
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 | $89,144 | $65,435+36.2% | $86,677+2.8% | $66,914+33.2% |
| Participation rate | 94.5% | 75.5%+19.0pp | 76.6%+17.9pp | 69.8%+24.7pp |
| Annual return | -15.13% | -10.89%-4.2pp | 35.91%-51.0pp | 1.58%-16.7pp |
| Employer contribution / active EE | $2,344 | $2,153+8.9% | $2,836-17.4% | $2,544-7.9% |
| Participant deferral / active EE | $5,367 | $4,100+30.9% | $4,656+15.3% | $4,237+26.7% |
| Admin fee / account holder | $15 | $642-97.7% | $7,493-99.8% | $593-97.5% |