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 | $125 |
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 | $283,407 | $84,936+233.7% | $111,297+154.6% | $79,386+257.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 22.29% | 17.45%+4.8pp | 54.65%-32.4pp | 116.85%-94.6pp |
| Employer contribution / active EE | $7,128 | $1,979+260.1% | $2,731+161.0% | $2,427+193.6% |
| Participant deferral / active EE | $14,061 | $3,888+261.6% | $4,487+213.4% | $4,046+247.6% |
| Admin fee / account holder | $1 | $537-99.8% | $7,964-100.0% | $626-99.9% |