Filed September 27, 2023
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 | $5,885 |
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 | $76,399 | $64,119+19.2% | $112,228-31.9% | $66,914+14.2% |
| Participation rate | 84.5% | 68.5%+16.0pp | 75.1%+9.4pp | 69.8%+14.7pp |
| Annual return | -13.77% | -13.81%0pp | 27.45%-41.2pp | 1.58%-15.3pp |
| Employer contribution / active EE | $1,384 | $3,005-53.9% | $3,635-61.9% | $2,544-45.6% |
| Participant deferral / active EE | $8,459 | $3,693+129.1% | $4,728+78.9% | $4,237+99.6% |
| Admin fee / account holder | $43 | $625-93.2% | $6,410-99.3% | $593-92.8% |