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 55 · EIN 26-4310632 | Other Commissions | $10,901 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,256 |
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 | $80,212 | $57,354+39.9% | $83,848-4.3% | $64,186+25.0% |
| Participation rate | 82.4% | 68.6%+13.8pp | 76.1%+6.3pp | 69.6%+12.8pp |
| Annual return | -3.96% | 11.38%-15.3pp | 850.88%-854.8pp | 7.63%-11.6pp |
| Employer contribution / active EE | $4,087 | $2,545+60.6% | $3,631+12.6% | $2,381+71.7% |
| Participant deferral / active EE | $4,179 | $2,993+39.6% | $4,082+2.4% | $3,470+20.5% |
| Admin fee / account holder | $21 | $4,046-99.5% | $5,478-99.6% | $4,888-99.6% |