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 | $8,617 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,334 | $65,376-6.2% | $87,100-29.6% | $65,185-5.9% |
| Participation rate | 87.4% | 75.3%+12.1pp | 76.9%+10.6pp | 70.2%+17.2pp |
| Annual return | 23.43% | 31.27%-7.8pp | 28.19%-4.8pp | 29.38%-6.0pp |
| Employer contribution / active EE | $659 | $1,822-63.9% | $2,521-73.9% | $2,177-69.7% |
| Participant deferral / active EE | $3,571 | $3,388+5.4% | $4,049-11.8% | $3,514+1.6% |
| Admin fee / account holder | $44 | $520-91.5% | $7,497-99.4% | $847-94.8% |