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 | $9,434 |
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 | $27,171 | $64,457-57.8% | $111,392-75.6% | $55,725-51.2% |
| Participation rate | 95.2% | 79.7%+15.5pp | 78.9%+16.4pp | 70.9%+24.4pp |
| Annual return | -5.72% | -19.97%+14.3pp | -2.06%-3.7pp | 244.93%-250.7pp |
| Employer contribution / active EE | $2,163 | $3,956-45.3% | $4,328-50.0% | $2,078+4.1% |
| Participant deferral / active EE | $3,604 | $5,219-30.9% | $5,567-35.3% | $3,356+7.4% |
| Admin fee / account holder | $29 | $112-74.2% | $12,266-99.8% | $115-74.9% |