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 | -$18,660 |
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 | $173,227 | $75,388+129.8% | $123,544+40.2% | $55,725+210.9% |
| Participation rate | 94.2% | 75.7%+18.5pp | 82.3%+11.9pp | 70.9%+23.4pp |
| Annual return | -3.71% | 4.48%-8.2pp | 119.20%-122.9pp | 244.93%-248.6pp |
| Employer contribution / active EE | $10,275 | $3,063+235.4% | $4,628+122.0% | $2,078+394.4% |
| Participant deferral / active EE | $5,399 | $5,651-4.5% | $6,426-16.0% | $3,356+60.9% |
| Admin fee / account holder | $13 | $120-89.5% | $9,284-99.9% | $115-89.1% |