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 | $24,425 |
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 | $35,108 | $39,245-10.5% | $64,105-45.2% | $52,331-32.9% |
| Participation rate | 85.6% | 58.2%+27.4pp | 68.2%+17.4pp | 68.1%+17.5pp |
| Annual return | 1.83% | 14.79%-13.0pp | 791.24%-789.4pp | 4.54%-2.7pp |
| Employer contribution / active EE | $2,251 | $736+205.7% | $1,820+23.7% | $1,882+19.6% |
| Participant deferral / active EE | $3,725 | $1,992+87.0% | $2,822+32.0% | $3,022+23.3% |
| Admin fee / account holder | $80 | $592-86.4% | $4,499-98.2% | $592-86.4% |