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 3-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 04-3647786 | Loan Processing | -$9,482 |
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 | $97,847 | $72,770+34.5% | $67,652+44.6% | $55,191+77.3% |
| Participation rate | 84.9% | 78.8%+6.1pp | 75.7%+9.2pp | 69.2%+15.7pp |
| Annual return | 0.48% | -3.26%+3.7pp | 6625.04%-6624.6pp | 10.78%-10.3pp |
| Employer contribution / active EE | $3,004 | $1,769+69.8% | $2,266+32.6% | $1,899+58.2% |
| Participant deferral / active EE | $2,121 | $3,408-37.8% | $3,560-40.4% | $3,046-30.4% |
| Admin fee / account holder | -$24 | $79-130.3% | $4,821-100.5% | $91-126.3% |