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 | $9,415 |
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 | $32,397 | $50,666-36.1% | $76,817-57.8% | $65,185-50.3% |
| Participation rate | 86.3% | 68.8%+17.5pp | 72.1%+14.2pp | 70.2%+16.1pp |
| Annual return | 19.48% | 28.51%-9.0pp | 1166.11%-1146.6pp | 29.38%-9.9pp |
| Employer contribution / active EE | $1,564 | $1,575-0.7% | $2,302-32.0% | $2,177-28.1% |
| Participant deferral / active EE | $3,557 | $2,647+34.4% | $3,336+6.6% | $3,514+1.2% |
| Admin fee / account holder | $57 | $463-87.7% | $6,420-99.1% | $847-93.3% |