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 | -$78,437 |
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 | $293,517 | $93,182+215.0% | $146,665+100.1% | $79,386+269.7% |
| Participation rate | 91.4% | 76.4%+15.0pp | 80.1%+11.4pp | 70.7%+20.7pp |
| Annual return | 13.48% | 21.61%-8.1pp | 22.74%-9.3pp | 116.85%-103.4pp |
| Employer contribution / active EE | $7,522 | $2,420+210.9% | $4,136+81.8% | $2,427+209.9% |
| Participant deferral / active EE | $8,448 | $4,169+102.6% | $5,506+53.4% | $4,046+108.8% |
| Admin fee / account holder | -$431 | $585-173.7% | $10,280-104.2% | $626-168.8% |