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 | $5,162 |
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 | $89,659 | $76,000+18.0% | $154,107-41.8% | $64,186+39.7% |
| Participation rate | 85.4% | 70.4%+15.0pp | 83.0%+2.3pp | 69.6%+15.8pp |
| Annual return | -4.75% | 30.32%-35.1pp | 735.12%-739.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,305 | $3,351-61.1% | $5,298-75.4% | $2,381-45.2% |
| Participant deferral / active EE | $5,158 | $3,175+62.5% | $5,081+1.5% | $3,470+48.7% |
| Admin fee / account holder | $53 | $5,596-99.1% | $13,411-99.6% | $4,888-98.9% |