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 | $2,100 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $152,123 | $73,638+106.6% | $95,952+58.5% | $73,488+107.0% |
| Participation rate | 99.4% | 76.2%+23.2pp | 77.1%+22.3pp | 70.7%+28.7pp |
| Annual return | 15.34% | 16.78%-1.4pp | 91.61%-76.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $442 | $1,863-76.3% | $2,541-82.6% | $2,270-80.5% |
| Participant deferral / active EE | $6,747 | $3,617+86.5% | $4,167+61.9% | $3,740+80.4% |
| Admin fee / account holder | $26 | $482-94.5% | $6,795-99.6% | $513-94.8% |