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 | $4,406 |
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 | $52,753 | $47,126+11.9% | $149,673-64.8% | $74,419-29.1% |
| Participation rate | 92.3% | 63.4%+28.9pp | 78.8%+13.5pp | 70.7%+21.6pp |
| Annual return | 20.46% | 22.75%-2.3pp | 134.42%-114.0pp | 34.38%-13.9pp |
| Employer contribution / active EE | $2,417 | $1,905+26.9% | $4,818-49.8% | $2,637-8.4% |
| Participant deferral / active EE | $4,121 | $2,728+51.1% | $5,680-27.4% | $4,528-9.0% |
| Admin fee / account holder | $16 | $343-95.3% | $13,210-99.9% | $348-95.3% |