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 | $18,675 |
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 | $64,717 | $75,284-14.0% | $91,001-28.9% | $69,631-7.1% |
| Participation rate | 78.1% | 80.4%-2.3pp | 75.6%+2.5pp | 70.7%+7.4pp |
| Annual return | 17.62% | 48.40%-30.8pp | 4.60%+13.0pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $1,672 | $2,473-32.4% | $2,456-31.9% | $2,032-17.7% |
| Participant deferral / active EE | $3,329 | $3,700-10.0% | $3,547-6.1% | $3,224+3.3% |
| Admin fee / account holder | $23 | $111-79.5% | $5,417-99.6% | $110-79.5% |