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 | $6,794 |
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 | $51,720 | $71,802-28.0% | $133,980-61.4% | $57,658-10.3% |
| Participation rate | 96.3% | 85.5%+10.9pp | 87.1%+9.3pp | 70.2%+26.1pp |
| Annual return | 7.42% | 13.51%-6.1pp | 29.30%-21.9pp | 5.13%+2.3pp |
| Employer contribution / active EE | $1,595 | $3,161-49.6% | $5,211-69.4% | $1,974-19.2% |
| Participant deferral / active EE | $6,072 | $4,606+31.8% | $6,282-3.3% | $3,061+98.4% |
| Admin fee / account holder | $12 | $88-86.6% | $9,324-99.9% | $95-87.6% |