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 | $6,049 |
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 | $76,672 | $91,019-15.8% | $392,568-80.5% | $72,985+5.1% |
| Participation rate | 95.5% | 74.4%+21.1pp | 78.1%+17.4pp | 69.5%+26.0pp |
| Annual return | 24.62% | 20.00%+4.6pp | 24.42%+0.2pp | 81.00%-56.4pp |
| Employer contribution / active EE | $3,175 | $2,751+15.4% | $3,783-16.1% | $2,440+30.1% |
| Participant deferral / active EE | $5,786 | $4,570+26.6% | $5,985-3.3% | $3,607+60.4% |
| Admin fee / account holder | $65 | $4,895-98.7% | $6,260-99.0% | $5,124-98.7% |