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 | $5,178 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
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 | $75,146 | $74,024+1.5% | $77,999-3.7% | $57,658+30.3% |
| Participation rate | 97.6% | 79.7%+17.9pp | 75.5%+22.1pp | 70.2%+27.4pp |
| Annual return | 5.69% | 12.14%-6.5pp | 425.96%-420.3pp | 5.13%+0.6pp |
| Employer contribution / active EE | $3,236 | $2,365+36.8% | $2,470+31.0% | $1,974+63.9% |
| Participant deferral / active EE | $2,805 | $3,533-20.6% | $3,497-19.8% | $3,061-8.4% |
| Admin fee / account holder | $14 | $93-85.0% | $5,480-99.7% | $95-85.2% |