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 | $2,133 |
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 | $33,313 | $73,102-54.4% | $123,544-73.0% | $56,287-40.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -6.09% | 3.01%-9.1pp | 119.20%-125.3pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,990 | $2,977-33.2% | $4,628-57.0% | $2,111-5.7% |
| Participant deferral / active EE | $4,707 | $5,423-13.2% | $6,426-26.7% | $3,350+40.5% |
| Admin fee / account holder | $16 | $554-97.1% | $9,284-99.8% | $521-97.0% |