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 | $475 |
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 | $111,426 | $54,320+105.1% | $67,652+64.7% | $52,331+112.9% |
| Participation rate | 84.0% | 73.6%+10.4pp | 75.7%+8.3pp | 68.1%+15.9pp |
| Annual return | 4.56% | 6.81%-2.2pp | 6625.04%-6620.5pp | 4.54%0pp |
| Employer contribution / active EE | $1,666 | $1,544+7.9% | $2,266-26.5% | $1,882-11.5% |
| Participant deferral / active EE | $9,071 | $2,950+207.5% | $3,560+154.8% | $3,022+200.1% |
| Admin fee / account holder | $16 | $527-96.9% | $4,821-99.7% | $592-97.3% |