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 | $6,013 |
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 | $103,849 | $65,376+58.8% | $87,100+19.2% | $65,185+59.3% |
| Participation rate | 88.7% | 75.3%+13.4pp | 76.9%+11.8pp | 70.2%+18.5pp |
| Annual return | 18.23% | 31.27%-13.0pp | 28.19%-10.0pp | 29.38%-11.1pp |
| Employer contribution / active EE | $2,578 | $1,822+41.5% | $2,521+2.3% | $2,177+18.5% |
| Participant deferral / active EE | $3,513 | $3,388+3.7% | $4,049-13.2% | $3,5140% |
| Admin fee / account holder | $95 | $520-81.8% | $7,497-98.7% | $847-88.8% |