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 | $9,152 |
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 | $52,406 | $83,902-37.5% | $167,512-68.7% | $84,808-38.2% |
| Participation rate | 86.7% | 66.5%+20.3pp | 77.1%+9.7pp | 68.3%+18.4pp |
| Annual return | 16.84% | 91.55%-74.7pp | 1615.79%-1599.0pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,524 | $2,264-32.7% | $3,882-60.7% | $2,631-42.1% |
| Participant deferral / active EE | $3,608 | $4,442-18.8% | $6,405-43.7% | $4,212-14.3% |
| Admin fee / account holder | $74 | $7,915-99.1% | $9,769-99.2% | $7,344-99.0% |