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 | $3,106 |
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 | $75,091 | $59,186+26.9% | $76,768-2.2% | $56,287+33.4% |
| Participation rate | 97.0% | 75.2%+21.8pp | 77.0%+20.1pp | 69.9%+27.2pp |
| Annual return | -5.20% | 6.62%-11.8pp | 2.43%-7.6pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,925 | $1,759+9.5% | $2,485-22.5% | $2,111-8.8% |
| Participant deferral / active EE | $6,765 | $3,255+107.9% | $3,852+75.6% | $3,350+102.0% |
| Admin fee / account holder | $12 | $489-97.5% | $6,675-99.8% | $521-97.7% |