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 | $7,413 |
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 | $82,890 | $59,186+40.1% | $76,768+8.0% | $56,287+47.3% |
| Participation rate | 89.2% | 75.2%+14.0pp | 77.0%+12.2pp | 69.9%+19.3pp |
| Annual return | -4.03% | 6.62%-10.6pp | 2.43%-6.5pp | -9.96%+5.9pp |
| Employer contribution / active EE | $2,027 | $1,759+15.3% | $2,485-18.4% | $2,111-4.0% |
| Participant deferral / active EE | $3,970 | $3,255+22.0% | $3,852+3.1% | $3,350+18.5% |
| Admin fee / account holder | $67 | $489-86.2% | $6,675-99.0% | $521-87.1% |