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 | $7,840 |
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 | $91,250 | $95,762-4.7% | $379,746-76.0% | $79,858+14.3% |
| Participation rate | 88.1% | 74.0%+14.1pp | 78.4%+9.7pp | 69.6%+18.5pp |
| Annual return | 17.94% | 18.26%-0.3pp | 34.90%-17.0pp | 31.71%-13.8pp |
| Employer contribution / active EE | $2,897 | $2,695+7.5% | $3,540-18.2% | $2,471+17.3% |
| Participant deferral / active EE | $5,371 | $4,705+14.1% | $6,024-10.8% | $3,740+43.6% |
| Admin fee / account holder | $83 | $6,745-98.8% | $7,927-99.0% | $5,306-98.4% |