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 | $12,799 |
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 | $51,701 | $60,165-14.1% | $74,183-30.3% | $55,167-6.3% |
| Participation rate | 83.7% | 74.2%+9.5pp | 76.6%+7.1pp | 69.0%+14.7pp |
| Annual return | 5.47% | 10.00%-4.5pp | 17.74%-12.3pp | 169.23%-163.8pp |
| Employer contribution / active EE | $806 | $1,600-49.6% | $2,370-66.0% | $1,963-58.9% |
| Participant deferral / active EE | $4,030 | $2,973+35.6% | $3,550+13.5% | $3,054+31.9% |
| Admin fee / account holder | $49 | $419-88.3% | $5,586-99.1% | $504-90.3% |