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 | $4,139 |
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 | $118,467 | $70,667+67.6% | $123,104-3.8% | $52,331+126.4% |
| Participation rate | 84.3% | 83.7%+0.6pp | 86.8%-2.5pp | 68.1%+16.2pp |
| Annual return | 2.68% | 6.23%-3.6pp | 13.22%-10.5pp | 4.54%-1.9pp |
| Employer contribution / active EE | $3,359 | $2,946+14.0% | $5,151-34.8% | $1,882+78.5% |
| Participant deferral / active EE | $10,053 | $4,493+123.8% | $6,230+61.4% | $3,022+232.6% |
| Admin fee / account holder | $9 | $506-98.3% | $9,015-99.9% | $592-98.5% |