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 | $10,467 |
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 | $98,332 | $64,909+51.5% | $82,313+19.5% | $62,292+57.9% |
| Participation rate | 94.1% | 74.9%+19.2pp | 76.9%+17.2pp | 69.5%+24.6pp |
| Annual return | 14.20% | 21.18%-7.0pp | 25.88%-11.7pp | 28.90%-14.7pp |
| Employer contribution / active EE | $2,583 | $1,676+54.1% | $2,428+6.4% | $2,042+26.5% |
| Participant deferral / active EE | $3,639 | $3,103+17.3% | $3,706-1.8% | $3,169+14.8% |
| Admin fee / account holder | $94 | $440-78.5% | $5,608-98.3% | $479-80.3% |