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 | $1,838 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $263,518 | $123,793+112.9% | $177,821+48.2% | $79,858+230.0% |
| Participation rate | 88.7% | 84.7%+4.1pp | 87.7%+1.0pp | 69.6%+19.1pp |
| Annual return | 23.05% | 22.82%+0.2pp | 48.32%-25.3pp | 31.71%-8.7pp |
| Employer contribution / active EE | $1,882 | $4,095-54.1% | $5,918-68.2% | $2,471-23.8% |
| Participant deferral / active EE | $8,359 | $5,956+40.3% | $7,714+8.4% | $3,740+123.5% |
| Admin fee / account holder | $18 | $7,243-99.7% | $12,427-99.9% | $5,306-99.7% |