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 | $6,333 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,064 | $76,401-17.5% | $106,387-40.7% | $64,186-1.7% |
| Participation rate | 85.9% | 73.5%+12.4pp | 77.5%+8.5pp | 69.6%+16.3pp |
| Annual return | -5.98% | -2.19%-3.8pp | 0.25%-6.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $4,098 | $2,680+52.9% | $3,520+16.4% | $2,381+72.1% |
| Participant deferral / active EE | $4,471 | $4,274+4.6% | $5,421-17.5% | $3,470+28.9% |
| Admin fee / account holder | $68 | $4,610-98.5% | $7,510-99.1% | $4,888-98.6% |