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 | $2,975 |
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 | $78,091 | $75,183+3.9% | $123,892-37.0% | $55,167+41.6% |
| Participation rate | 92.1% | 72.8%+19.3pp | 81.4%+10.7pp | 69.0%+23.1pp |
| Annual return | 11.92% | 19.01%-7.1pp | 47.52%-35.6pp | 169.23%-157.3pp |
| Employer contribution / active EE | $2,296 | $2,823-18.7% | $4,617-50.3% | $1,963+17.0% |
| Participant deferral / active EE | $6,826 | $5,084+34.3% | $5,984+14.1% | $3,054+123.5% |
| Admin fee / account holder | $17 | $663-97.4% | $8,357-99.8% | $504-96.6% |