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 | $9,557 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,567 | $65,365+6.4% | $92,893-25.1% | $72,985-4.7% |
| Participation rate | 98.9% | 68.3%+30.6pp | 76.0%+22.9pp | 69.5%+29.5pp |
| Annual return | 18.76% | 42.10%-23.3pp | 109.41%-90.7pp | 81.00%-62.2pp |
| Employer contribution / active EE | $1,579 | $2,594-39.1% | $3,653-56.8% | $2,440-35.3% |
| Participant deferral / active EE | $3,049 | $3,128-2.5% | $4,236-28.0% | $3,607-15.5% |
| Admin fee / account holder | $86 | $4,251-98.0% | $5,794-98.5% | $5,124-98.3% |