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 | $6,170 |
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 | $35,941 | $43,504-17.4% | $68,793-47.8% | $56,287-36.1% |
| Participation rate | 87.2% | 67.8%+19.3pp | 72.2%+14.9pp | 69.9%+17.3pp |
| Annual return | -2.86% | -3.15%+0.3pp | -4.63%+1.8pp | -9.96%+7.1pp |
| Employer contribution / active EE | $1,663 | $1,525+9.0% | $2,625-36.6% | $2,111-21.2% |
| Participant deferral / active EE | $3,327 | $2,509+32.6% | $3,311+0.5% | $3,350-0.7% |
| Admin fee / account holder | $52 | $515-89.8% | $5,131-99.0% | $521-90.0% |