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 | $1,581 |
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 | $155,067 | $62,561+147.9% | $105,218+47.4% | $52,331+196.3% |
| Participation rate | 81.6% | 70.4%+11.2pp | 77.2%+4.4pp | 68.1%+13.5pp |
| Annual return | 0.16% | 8.71%-8.5pp | 5.33%-5.2pp | 4.54%-4.4pp |
| Employer contribution / active EE | $4,130 | $2,137+93.2% | $3,255+26.9% | $1,882+119.5% |
| Participant deferral / active EE | $7,611 | $3,355+126.8% | $4,867+56.4% | $3,022+151.8% |
| Admin fee / account holder | $27 | $198-86.2% | $6,992-99.6% | $592-95.4% |