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 | $34,612 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $24,718 |
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 | $49,790 | $70,908-29.8% | $98,907-49.7% | $73,488-32.2% |
| Participation rate | 98.6% | 73.8%+24.8pp | 76.0%+22.5pp | 70.7%+27.9pp |
| Annual return | 13.99% | 34.17%-20.2pp | 196.43%-182.4pp | 28.51%-14.5pp |
| Employer contribution / active EE | $2,371 | $2,036+16.4% | $2,689-11.8% | $2,270+4.4% |
| Participant deferral / active EE | $4,529 | $3,500+29.4% | $4,244+6.7% | $3,740+21.1% |
| Admin fee / account holder | $209 | $535-60.9% | $6,642-96.9% | $513-59.3% |