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 | $2,319 |
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 | $121,389 | $59,535+103.9% | $90,160+34.6% | $62,292+94.9% |
| Participation rate | 97.1% | 73.0%+24.1pp | 76.9%+20.2pp | 69.5%+27.6pp |
| Annual return | 17.00% | 23.53%-6.5pp | 34.88%-17.9pp | 28.90%-11.9pp |
| Employer contribution / active EE | $3,314 | $1,826+81.5% | $3,318-0.1% | $2,042+62.3% |
| Participant deferral / active EE | $4,349 | $4,639-6.2% | $5,288-17.7% | $3,169+37.2% |
| Admin fee / account holder | $16 | $337-95.3% | $5,943-99.7% | $479-96.7% |