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 | $3,828 |
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 | $62,732 | $56,629+10.8% | $77,999-19.6% | $55,167+13.7% |
| Participation rate | 89.8% | 73.3%+16.5pp | 75.5%+14.2pp | 69.0%+20.8pp |
| Annual return | 10.66% | 2866.98%-2856.3pp | 425.96%-415.3pp | 169.23%-158.6pp |
| Employer contribution / active EE | $1,344 | $1,723-22.0% | $2,470-45.6% | $1,963-31.5% |
| Participant deferral / active EE | $3,563 | $2,777+28.3% | $3,497+1.9% | $3,054+16.7% |
| Admin fee / account holder | $24 | $467-94.9% | $5,480-99.6% | $504-95.3% |