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 27 · EIN 20-5718731 | Advisory (Plan) | $48,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,198 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,304 | $89,248+206.2% | $136,007+100.9% | $74,495+266.9% |
| Participation rate | 93.7% | 69.4%+24.3pp | 76.5%+17.3pp | 67.2%+26.5pp |
| Annual return | 19.38% | 22.76%-3.4pp | 579.32%-559.9pp | 1364.94%-1345.6pp |
| Employer contribution / active EE | $4,546 | $2,838+60.2% | $4,217+7.8% | $2,623+73.3% |
| Participant deferral / active EE | $8,094 | $4,598+76.0% | $7,025+15.2% | $4,346+86.3% |
| Admin fee / account holder | $283 | $1,545-81.7% | $6,858-95.9% | $1,942-85.4% |