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 | $750 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,149 | $46,732-20.5% | $156,549-76.3% | $55,167-32.7% |
| Participation rate | 86.5% | 65.8%+20.7pp | 84.0%+2.5pp | 69.0%+17.5pp |
| Annual return | 9.68% | 17.72%-8.0pp | 32.23%-22.5pp | 169.23%-159.5pp |
| Employer contribution / active EE | $802 | $2,105-61.9% | $5,501-85.4% | $1,963-59.1% |
| Participant deferral / active EE | $1,985 | $2,204-9.9% | $4,871-59.2% | $3,054-35.0% |
| Admin fee / account holder | $4 | $418-99.1% | $13,027-100.0% | $504-99.3% |