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 | $28,101 |
GRANT THORNTON LLP5+ years Service code 10 · EIN 36-6055558 | Accounting | $11,794 |
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 | $66,269 | $73,404-9.7% | $87,100-23.9% | $67,579-1.9% |
| Participation rate | 93.2% | 80.9%+12.3pp | 76.9%+16.3pp | 71.3%+21.9pp |
| Annual return | 18.90% | 48.29%-29.4pp | 28.19%-9.3pp | 378.56%-359.7pp |
| Employer contribution / active EE | $1,371 | $2,014-31.9% | $2,521-45.6% | $2,148-36.2% |
| Participant deferral / active EE | $3,687 | $3,913-5.8% | $4,049-8.9% | $3,539+4.2% |
| Admin fee / account holder | $109 | $142-22.7% | $7,497-98.5% | $142-23.1% |