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 | $13,792 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,757 | $51,315+102.2% | $95,745+8.4% | $71,457+45.2% |
| Participation rate | 73.2% | 63.0%+10.1pp | 72.3%+0.9pp | 67.9%+5.2pp |
| Annual return | 18.73% | 25.26%-6.5pp | 28.35%-9.6pp | 28.85%-10.1pp |
| Employer contribution / active EE | $2,938 | $1,819+61.5% | $2,835+3.6% | $2,588+13.5% |
| Participant deferral / active EE | $4,429 | $3,358+31.9% | $4,245+4.4% | $4,289+3.3% |
| Admin fee / account holder | $80 | $1,137-93.0% | $5,678-98.6% | $1,587-95.0% |