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 | -$8,875 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $307,588 | $75,183+309.1% | $123,892+148.3% | $55,167+457.6% |
| Participation rate | 99.1% | 72.8%+26.3pp | 81.4%+17.7pp | 69.0%+30.1pp |
| Annual return | 7.41% | 19.01%-11.6pp | 47.52%-40.1pp | 169.23%-161.8pp |
| Employer contribution / active EE | $4,878 | $2,823+72.8% | $4,617+5.7% | $1,963+148.6% |
| Participant deferral / active EE | $19,339 | $5,084+280.4% | $5,984+223.2% | $3,054+533.2% |
| Admin fee / account holder | -$51 | $663-107.7% | $8,357-100.6% | $504-110.1% |