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 | $925 |
FIRST CLEARING LLC1+ years Service code 61 · EIN 23-2384840 | Finders' fees / placement fees | $0 |
HANTZ FINANCIAL SERVICES INC1+ years Service code 61 · EIN 38-3431708 | Finders' fees / placement fees | $0 |
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 | $53,485 | $45,283+18.1% | $155,790-65.7% | $52,331+2.2% |
| Participation rate | 80.5% | 62.2%+18.3pp | 76.1%+4.4pp | 68.1%+12.4pp |
| Annual return | 1.09% | 1.80%-0.7pp | 71.54%-70.4pp | 4.54%-3.5pp |
| Employer contribution / active EE | $359 | $1,329-73.0% | $3,836-90.6% | $1,882-80.9% |
| Participant deferral / active EE | $3,092 | $2,854+8.3% | $4,797-35.6% | $3,022+2.3% |
| Admin fee / account holder | $16 | $981-98.3% | $7,478-99.8% | $592-97.2% |