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 | $6,708 |
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 | $41,628 | $59,839-30.4% | $81,983-49.2% | $79,858-47.9% |
| Participation rate | 76.7% | 61.6%+15.1pp | 69.2%+7.5pp | 69.6%+7.1pp |
| Annual return | 11.59% | 17.56%-6.0pp | 41.31%-29.7pp | 31.71%-20.1pp |
| Employer contribution / active EE | $303 | $1,713-82.3% | $2,498-87.9% | $2,471-87.7% |
| Participant deferral / active EE | $2,199 | $2,695-18.4% | $3,722-40.9% | $3,740-41.2% |
| Admin fee / account holder | $76 | $4,287-98.2% | $5,664-98.7% | $5,306-98.6% |