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 | $2,250 |
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 | $95,469 | $48,313+97.6% | $73,307+30.2% | $52,331+82.4% |
| Participation rate | 94.8% | 68.6%+26.3pp | 74.9%+19.9pp | 68.1%+26.7pp |
| Annual return | -0.45% | 3.85%-4.3pp | 5.67%-6.1pp | 4.54%-5.0pp |
| Employer contribution / active EE | $3,480 | $1,661+109.5% | $3,237+7.5% | $1,882+84.9% |
| Participant deferral / active EE | $4,002 | $4,189-4.5% | $4,991-19.8% | $3,022+32.4% |
| Admin fee / account holder | $23 | $404-94.4% | $5,637-99.6% | $592-96.2% |