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 | $11,981 |
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 | $44,912 | $72,770-38.3% | $67,652-33.6% | $55,191-18.6% |
| Participation rate | 82.1% | 78.8%+3.4pp | 75.7%+6.5pp | 69.2%+13.0pp |
| Annual return | 3.09% | -3.26%+6.4pp | 6625.04%-6622.0pp | 10.78%-7.7pp |
| Employer contribution / active EE | $1,403 | $1,769-20.7% | $2,266-38.1% | $1,899-26.1% |
| Participant deferral / active EE | $2,744 | $3,408-19.5% | $3,560-22.9% | $3,046-9.9% |
| Admin fee / account holder | $12 | $79-84.2% | $4,821-99.7% | $91-86.3% |