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 | -$2,366 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,384 | $72,492-59.5% | $87,100-66.3% | $72,985-59.7% |
| Participation rate | 96.2% | 72.8%+23.4pp | 76.9%+19.3pp | 69.5%+26.7pp |
| Annual return | 18.65% | 24.46%-5.8pp | 28.19%-9.5pp | 81.00%-62.4pp |
| Employer contribution / active EE | $2,768 | $1,894+46.1% | $2,521+9.8% | $2,440+13.4% |
| Participant deferral / active EE | $2,997 | $3,270-8.3% | $4,049-26.0% | $3,607-16.9% |
| Admin fee / account holder | -$13 | $5,055-100.2% | $7,497-100.2% | $5,124-100.2% |