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 | $926 |
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 | $207,475 | $136,307+52.2% | $177,821+16.7% | $73,488+182.3% |
| Participation rate | 96.3% | 86.1%+10.1pp | 87.7%+8.5pp | 70.7%+25.6pp |
| Annual return | 21.37% | 18.68%+2.7pp | 48.32%-27.0pp | 28.51%-7.1pp |
| Employer contribution / active EE | $4,703 | $3,712+26.7% | $5,918-20.5% | $2,270+107.2% |
| Participant deferral / active EE | $13,594 | $5,829+133.2% | $7,714+76.2% | $3,740+263.5% |
| Admin fee / account holder | $4 | $596-99.4% | $12,427-100.0% | $513-99.3% |