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 | $2,910 |
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 | $28,469 | $89,652-68.2% | $141,162-79.8% | $65,185-56.3% |
| Participation rate | 99.0% | 74.7%+24.3pp | 82.5%+16.5pp | 70.2%+28.8pp |
| Annual return | 29.61% | 32.79%-3.2pp | 71.39%-41.8pp | 29.38%+0.2pp |
| Employer contribution / active EE | $1,982 | $3,065-35.3% | $4,735-58.1% | $2,177-8.9% |
| Participant deferral / active EE | $4,223 | $5,691-25.8% | $6,709-37.1% | $3,514+20.2% |
| Admin fee / account holder | $13 | $569-97.7% | $10,261-99.9% | $847-98.5% |