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 | $7,882 |
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 | $73,012 | $63,905+14.3% | $74,183-1.6% | $57,658+26.6% |
| Participation rate | 86.1% | 79.8%+6.3pp | 76.6%+9.5pp | 70.2%+15.9pp |
| Annual return | 7.69% | 60.60%-52.9pp | 17.74%-10.0pp | 5.13%+2.6pp |
| Employer contribution / active EE | $1,426 | $1,840-22.5% | $2,370-39.8% | $1,974-27.7% |
| Participant deferral / active EE | $2,885 | $3,448-16.3% | $3,550-18.7% | $3,061-5.7% |
| Admin fee / account holder | $19 | $91-78.8% | $5,586-99.7% | $95-79.6% |