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 | $17,044 |
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 | $62,504 | $65,223-4.2% | $80,019-21.9% | $55,725+12.2% |
| Participation rate | 80.2% | 80.6%-0.4pp | 75.8%+4.4pp | 70.9%+9.3pp |
| Annual return | -3.70% | 7.59%-11.3pp | 11.22%-14.9pp | 244.93%-248.6pp |
| Employer contribution / active EE | $1,880 | $2,544-26.1% | $2,468-23.8% | $2,078-9.6% |
| Participant deferral / active EE | $3,791 | $3,881-2.3% | $3,686+2.8% | $3,356+13.0% |
| Admin fee / account holder | $26 | $114-77.1% | $6,521-99.6% | $115-77.3% |