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 | -$15,869 |
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 | $179,261 | $76,050+135.7% | $96,544+85.7% | $71,457+150.9% |
| Participation rate | 71.0% | 74.4%-3.4pp | 76.0%-5.0pp | 67.9%+3.0pp |
| Annual return | 18.06% | 22.81%-4.8pp | 25.84%-7.8pp | 28.85%-10.8pp |
| Employer contribution / active EE | $2,228 | $2,244-0.7% | $2,965-24.9% | $2,588-13.9% |
| Participant deferral / active EE | $10,528 | $4,215+149.8% | $4,851+117.0% | $4,289+145.5% |
| Admin fee / account holder | -$57 | $2,707-102.1% | $8,252-100.7% | $1,587-103.6% |