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 | $3,149 |
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 | $85,977 | $60,165+42.9% | $74,183+15.9% | $55,167+55.8% |
| Participation rate | 96.5% | 74.2%+22.3pp | 76.6%+19.9pp | 69.0%+27.5pp |
| Annual return | 6.19% | 10.00%-3.8pp | 17.74%-11.5pp | 169.23%-163.0pp |
| Employer contribution / active EE | $1,712 | $1,600+7.0% | $2,370-27.8% | $1,963-12.8% |
| Participant deferral / active EE | $4,085 | $2,973+37.4% | $3,550+15.1% | $3,054+33.7% |
| Admin fee / account holder | $32 | $419-92.3% | $5,586-99.4% | $504-93.6% |