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 | $17,646 |
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 | $42,172 | $72,770-42.0% | $67,652-37.7% | $55,191-23.6% |
| Participation rate | 90.1% | 78.8%+11.3pp | 75.7%+14.4pp | 69.2%+20.9pp |
| Annual return | -0.07% | -3.26%+3.2pp | 6625.04%-6625.1pp | 10.78%-10.8pp |
| Employer contribution / active EE | $1,508 | $1,769-14.8% | $2,266-33.4% | $1,899-20.6% |
| Participant deferral / active EE | $1,700 | $3,408-50.1% | $3,560-52.2% | $3,046-44.2% |
| Admin fee / account holder | $0 | $79-100.0% | $4,821-100.0% | $91-100.0% |