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 | $5,667 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $272,445 | $58,879+362.7% | $178,490+52.6% | $73,488+270.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 16.40% | 24.86%-8.5pp | 151.07%-134.7pp | 28.51%-12.1pp |
| Employer contribution / active EE | $10,130 | $2,236+353.0% | $5,011+102.2% | $2,270+346.2% |
| Participant deferral / active EE | $6,908 | $2,567+169.1% | $5,202+32.8% | $3,740+84.7% |
| Admin fee / account holder | $14 | $400-96.6% | $13,984-99.9% | $513-97.3% |