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 | $3,773 |
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 | $37,838 | $99,957-62.1% | $149,696-74.7% | $73,488-48.5% |
| Participation rate | 97.2% | 75.7%+21.5pp | 82.5%+14.7pp | 70.7%+26.5pp |
| Annual return | 30.06% | 53.87%-23.8pp | 276.60%-246.5pp | 28.51%+1.5pp |
| Employer contribution / active EE | $2,344 | $3,191-26.5% | $4,644-49.5% | $2,270+3.3% |
| Participant deferral / active EE | $4,702 | $6,073-22.6% | $6,842-31.3% | $3,740+25.7% |
| Admin fee / account holder | $15 | $551-97.2% | $9,309-99.8% | $513-97.0% |