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 | $1,288 |
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 | $168,270 | $84,936+98.1% | $111,297+51.2% | $79,386+112.0% |
| Participation rate | 88.3% | 75.9%+12.4pp | 77.3%+11.0pp | 70.7%+17.6pp |
| Annual return | 15.43% | 17.45%-2.0pp | 54.65%-39.2pp | 116.85%-101.4pp |
| Employer contribution / active EE | $419 | $1,979-78.8% | $2,731-84.7% | $2,427-82.7% |
| Participant deferral / active EE | $6,915 | $3,888+77.8% | $4,487+54.1% | $4,046+70.9% |
| Admin fee / account holder | $25 | $537-95.4% | $7,964-99.7% | $626-96.1% |