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 | $25,031 |
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 | $223,193 | $91,407+144.2% | $135,903+64.2% | $71,457+212.3% |
| Participation rate | 95.0% | 75.7%+19.3pp | 81.9%+13.1pp | 67.9%+27.0pp |
| Annual return | 18.93% | 29.90%-11.0pp | 68.23%-49.3pp | 28.85%-9.9pp |
| Employer contribution / active EE | $3,385 | $3,703-8.6% | $4,856-30.3% | $2,588+30.8% |
| Participant deferral / active EE | $13,643 | $7,092+92.4% | $7,758+75.9% | $4,289+218.1% |
| Admin fee / account holder | $140 | $1,266-89.0% | $10,762-98.7% | $1,587-91.2% |