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 8-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 | $5,383 |
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 | $71,701 | $72,770-1.5% | $67,652+6.0% | $55,191+29.9% |
| Participation rate | 87.3% | 78.8%+8.5pp | 75.7%+11.6pp | 69.2%+18.1pp |
| Annual return | -0.05% | -3.26%+3.2pp | 6625.04%-6625.1pp | 10.78%-10.8pp |
| Employer contribution / active EE | $1,443 | $1,769-18.5% | $2,266-36.3% | $1,899-24.0% |
| Participant deferral / active EE | $3,016 | $3,408-11.5% | $3,560-15.3% | $3,046-1.0% |
| Admin fee / account holder | $12 | $79-84.4% | $4,821-99.7% | $91-86.5% |