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 | $2,862 |
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 | $126,086 | $71,192+77.1% | $117,854+7.0% | $62,292+102.4% |
| Participation rate | 71.0% | 74.2%-3.3pp | 79.7%-8.7pp | 69.5%+1.4pp |
| Annual return | 19.53% | 18.66%+0.9pp | 335.08%-315.5pp | 28.90%-9.4pp |
| Employer contribution / active EE | $1,514 | $1,934-21.7% | $3,786-60.0% | $2,042-25.9% |
| Participant deferral / active EE | $5,714 | $3,189+79.2% | $4,482+27.5% | $3,169+80.3% |
| Admin fee / account holder | $22 | $587-96.2% | $8,020-99.7% | $479-95.4% |