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 | -$46,682 |
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 | $232,021 | $86,655+167.8% | $119,609+94.0% | $66,914+246.7% |
| Participation rate | 92.7% | 75.6%+17.1pp | 79.3%+13.5pp | 69.8%+22.9pp |
| Annual return | -17.34% | -8.00%-9.3pp | -14.97%-2.4pp | 1.58%-18.9pp |
| Employer contribution / active EE | $7,862 | $2,536+210.0% | $4,232+85.8% | $2,544+209.0% |
| Participant deferral / active EE | $8,241 | $4,358+89.1% | $5,602+47.1% | $4,237+94.5% |
| Admin fee / account holder | -$238 | $755-131.6% | $10,323-102.3% | $593-140.1% |