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 | $2,020 |
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 | $192,370 | $64,954+196.2% | $115,752+66.2% | $62,292+208.8% |
| Participation rate | 79.7% | 73.0%+6.6pp | 77.8%+1.9pp | 69.5%+10.1pp |
| Annual return | 16.50% | 24.87%-8.4pp | 19.41%-2.9pp | 28.90%-12.4pp |
| Employer contribution / active EE | $4,420 | $2,344+88.6% | $3,492+26.6% | $2,042+116.4% |
| Participant deferral / active EE | $8,659 | $3,665+136.2% | $5,204+66.4% | $3,169+173.2% |
| Admin fee / account holder | $34 | $414-91.7% | $6,278-99.5% | $479-92.9% |