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 | $13,711 |
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 | $35,159 | $47,078-25.3% | $100,671-65.1% | $55,191-36.3% |
| Participation rate | 74.9% | 58.0%+16.9pp | 70.7%+4.2pp | 69.2%+5.7pp |
| Annual return | 2.09% | 0.65%+1.4pp | 20.43%-18.3pp | 10.78%-8.7pp |
| Employer contribution / active EE | $1,806 | $1,065+69.5% | $4,012-55.0% | $1,899-4.9% |
| Participant deferral / active EE | $2,231 | $2,038+9.5% | $3,144-29.0% | $3,046-26.8% |
| Admin fee / account holder | $57 | $153-62.9% | $4,850-98.8% | $91-37.3% |