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 | $1,594 |
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 | $96,423 | $76,050+26.8% | $96,544-0.1% | $71,457+34.9% |
| Participation rate | 97.2% | 74.4%+22.8pp | 76.0%+21.2pp | 67.9%+29.3pp |
| Annual return | 16.03% | 22.81%-6.8pp | 25.84%-9.8pp | 28.85%-12.8pp |
| Employer contribution / active EE | $2,579 | $2,244+14.9% | $2,965-13.0% | $2,588-0.3% |
| Participant deferral / active EE | $6,001 | $4,215+42.4% | $4,851+23.7% | $4,289+39.9% |
| Admin fee / account holder | $14 | $2,707-99.5% | $8,252-99.8% | $1,587-99.1% |