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 | $3,424 |
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 | $125,864 | $52,884+138.0% | $84,750+48.5% | $55,167+128.2% |
| Participation rate | 97.7% | 67.5%+30.2pp | 76.6%+21.1pp | 69.0%+28.7pp |
| Annual return | 6.48% | 18.03%-11.5pp | 22.78%-16.3pp | 169.23%-162.7pp |
| Employer contribution / active EE | $9,327 | $2,233+317.6% | $3,574+161.0% | $1,963+375.3% |
| Participant deferral / active EE | $7,104 | $2,644+168.7% | $3,712+91.4% | $3,054+132.6% |
| Admin fee / account holder | $37 | $581-93.6% | $5,332-99.3% | $504-92.6% |