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 | $9,960 |
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 | $32,636 | $54,590-40.2% | $81,930-60.2% | $73,488-55.6% |
| Participation rate | 85.7% | 68.3%+17.4pp | 72.0%+13.7pp | 70.7%+15.0pp |
| Annual return | 18.57% | 17.74%+0.8pp | 29.49%-10.9pp | 28.51%-9.9pp |
| Employer contribution / active EE | $2,024 | $1,636+23.7% | $4,310-53.0% | $2,270-10.8% |
| Participant deferral / active EE | $4,076 | $2,759+47.8% | $7,107-42.6% | $3,740+9.0% |
| Admin fee / account holder | $51 | $592-91.4% | $5,158-99.0% | $513-90.1% |