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 | $6,288 |
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 | $61,797 | $81,537-24.2% | $149,718-58.7% | $69,631-11.3% |
| Participation rate | 95.5% | 86.1%+9.3pp | 87.1%+8.4pp | 70.7%+24.8pp |
| Annual return | 16.03% | 22.79%-6.8pp | 1501.63%-1485.6pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $1,825 | $3,239-43.7% | $5,445-66.5% | $2,032-10.2% |
| Participant deferral / active EE | $6,616 | $4,994+32.5% | $6,569+0.7% | $3,224+105.2% |
| Admin fee / account holder | $11 | $107-89.3% | $11,283-99.9% | $110-89.7% |