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 | $728 |
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 | $192,094 | $72,177+166.1% | $115,037+67.0% | $59,632+222.1% |
| Participation rate | 77.1% | 72.6%+4.6pp | 81.4%-4.2pp | 68.7%+8.5pp |
| Annual return | 2.21% | 12.02%-9.8pp | 26.14%-23.9pp | 2041.28%-2039.1pp |
| Employer contribution / active EE | $4,262 | $2,841+50.0% | $4,608-7.5% | $2,203+93.5% |
| Participant deferral / active EE | $9,937 | $4,783+107.8% | $6,026+64.9% | $3,192+211.3% |
| Admin fee / account holder | $11 | $4,927-99.8% | $8,175-99.9% | $4,297-99.8% |