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 15 · EIN 01-0233346 | Recordkeeping | $2,622 |
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 | $38,620 | $91,760-57.9% | $156,181-75.3% | $67,986-43.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 78.8%+21.2pp | 57.2%+42.8pp |
| Annual return | 16.34% | 18.14%-1.8pp | 64.87%-48.5pp | 31.67%-15.3pp |
| Employer contribution / active EE | $1,798 | $2,419-25.7% | $4,294-58.1% | $2,019-10.9% |
| Participant deferral / active EE | $3,132 | $3,960-20.9% | $6,132-48.9% | $3,358-6.7% |
| Admin fee / account holder | $271 | $3,949-93.1% | $14,586-98.1% | $3,203-91.5% |