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 16-1450952 | Recordkeeping | $26,604 |
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 | $74,201 | $79,634-6.8% | $183,328-59.5% | $79,634-6.8% |
| Participation rate | 95.3% | 62.5%+32.9pp | 77.3%+18.0pp | 62.5%+32.9pp |
| Annual return | 13.55% | 36.46%-22.9pp | 29.67%-16.1pp | 36.46%-22.9pp |
| Employer contribution / active EE | $1,669 | $2,529-34.0% | $5,055-67.0% | $2,529-34.0% |
| Participant deferral / active EE | $5,793 | $3,835+51.1% | $6,795-14.7% | $3,835+51.1% |
| Admin fee / account holder | $24 | $1,002-97.6% | $21,427-99.9% | $1,002-97.6% |