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 | $1,450 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,327 | $49,451-4.3% | $79,550-40.5% | $66,914-29.3% |
| Participation rate | 90.5% | 61.3%+29.1pp | 69.5%+21.0pp | 69.8%+20.7pp |
| Annual return | -15.94% | 84.25%-100.2pp | 0.16%-16.1pp | 1.58%-17.5pp |
| Employer contribution / active EE | $1,850 | $1,266+46.1% | $2,413-23.4% | $2,544-27.3% |
| Participant deferral / active EE | $3,031 | $3,159-4.0% | $3,985-24.0% | $4,237-28.5% |
| Admin fee / account holder | $13 | $595-97.8% | $6,832-99.8% | $593-97.8% |