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 | -$20,406 |
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 | $185,488 | $84,487+119.5% | $125,339+48.0% | $66,914+177.2% |
| Participation rate | 97.1% | 76.4%+20.6pp | 82.4%+14.7pp | 69.8%+27.3pp |
| Annual return | -15.30% | -8.39%-6.9pp | 572.05%-587.4pp | 1.58%-16.9pp |
| Employer contribution / active EE | $3,504 | $3,553-1.4% | $4,814-27.2% | $2,544+37.7% |
| Participant deferral / active EE | $13,393 | $6,781+97.5% | $7,446+79.9% | $4,237+216.1% |
| Admin fee / account holder | $20 | $685-97.1% | $10,010-99.8% | $593-96.7% |