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 | $8,004 |
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 | $90,068 | $59,186+52.2% | $76,768+17.3% | $56,287+60.0% |
| Participation rate | 91.1% | 75.2%+15.9pp | 77.0%+14.2pp | 69.9%+21.3pp |
| Annual return | -4.03% | 6.62%-10.7pp | 2.43%-6.5pp | -9.96%+5.9pp |
| Employer contribution / active EE | $2,460 | $1,759+39.9% | $2,485-1.0% | $2,111+16.5% |
| Participant deferral / active EE | $3,303 | $3,255+1.5% | $3,852-14.3% | $3,350-1.4% |
| Admin fee / account holder | $108 | $489-77.9% | $6,675-98.4% | $521-79.2% |