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 | $5,197 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,064 | $47,977-76.9% | $154,107-92.8% | $56,287-80.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -4.26% | 3.54%-7.8pp | 735.12%-739.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $1,545 | $2,169-28.7% | $5,298-70.8% | $2,111-26.8% |
| Participant deferral / active EE | $916 | $2,392-61.7% | $5,081-82.0% | $3,350-72.6% |
| Admin fee / account holder | $25 | $438-94.3% | $13,411-99.8% | $521-95.2% |