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 | $2,113 |
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 | $187,069 | $50,464+270.7% | $75,781+146.9% | $52,331+257.5% |
| Participation rate | 95.9% | 66.8%+29.2pp | 75.8%+20.1pp | 68.1%+27.8pp |
| Annual return | 1.81% | 1.03%+0.8pp | 9.68%-7.9pp | 4.54%-2.7pp |
| Employer contribution / active EE | $3,138 | $1,988+57.8% | $3,323-5.6% | $1,882+66.8% |
| Participant deferral / active EE | $9,042 | $2,570+251.8% | $3,651+147.6% | $3,022+199.2% |
| Admin fee / account holder | $19 | $1,103-98.3% | $5,299-99.6% | $592-96.9% |