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 | $3,450 |
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 | $89,796 | $60,165+49.2% | $74,183+21.0% | $55,167+62.8% |
| Participation rate | 93.6% | 74.2%+19.4pp | 76.6%+17.0pp | 69.0%+24.6pp |
| Annual return | 7.61% | 10.00%-2.4pp | 17.74%-10.1pp | 169.23%-161.6pp |
| Employer contribution / active EE | $2,700 | $1,600+68.8% | $2,370+13.9% | $1,963+37.6% |
| Participant deferral / active EE | $5,838 | $2,973+96.4% | $3,550+64.5% | $3,054+91.2% |
| Admin fee / account holder | $22 | $419-94.7% | $5,586-99.6% | $504-95.6% |