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 | $1,500 |
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 | $219,451 | $94,529+132.2% | $140,016+56.7% | $64,186+241.9% |
| Participation rate | 89.6% | 84.1%+5.5pp | 87.5%+2.1pp | 69.6%+20.0pp |
| Annual return | -1.85% | 7.77%-9.6pp | 651.12%-653.0pp | 7.63%-9.5pp |
| Employer contribution / active EE | $1,610 | $3,812-57.8% | $5,606-71.3% | $2,381-32.4% |
| Participant deferral / active EE | $8,030 | $5,250+52.9% | $6,927+15.9% | $3,470+131.4% |
| Admin fee / account holder | $33 | $6,741-99.5% | $10,705-99.7% | $4,888-99.3% |