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 | $20,758 |
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 | $57,241 | $102,197-44.0% | $142,449-59.8% | $74,419-23.1% |
| Participation rate | 94.9% | 79.8%+15.1pp | 76.8%+18.1pp | 70.7%+24.2pp |
| Annual return | 20.65% | 19.73%+0.9pp | 19.99%+0.7pp | 34.38%-13.7pp |
| Employer contribution / active EE | $1,584 | $5,052-68.6% | $4,847-67.3% | $2,637-39.9% |
| Participant deferral / active EE | $5,244 | $6,304-16.8% | $6,283-16.5% | $4,528+15.8% |
| Admin fee / account holder | $19 | $186-89.9% | $10,011-99.8% | $348-94.6% |