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 | $2,044 |
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 | $97,461 | $51,244+90.2% | $80,975+20.4% | $55,167+76.7% |
| Participation rate | 96.3% | 71.7%+24.6pp | 75.8%+20.5pp | 69.0%+27.3pp |
| Annual return | 9.75% | 17.39%-7.6pp | 17.10%-7.3pp | 169.23%-159.5pp |
| Employer contribution / active EE | $3,493 | $1,770+97.3% | $3,714-5.9% | $1,963+78.0% |
| Participant deferral / active EE | $4,277 | $4,418-3.2% | $5,696-24.9% | $3,054+40.0% |
| Admin fee / account holder | $15 | $398-96.2% | $5,516-99.7% | $504-97.0% |