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 | $2,150 |
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 | $115,144 | $59,186+94.5% | $76,768+50.0% | $56,287+104.6% |
| Participation rate | 78.2% | 75.2%+3.0pp | 77.0%+1.2pp | 69.9%+8.3pp |
| Annual return | -2.95% | 6.62%-9.6pp | 2.43%-5.4pp | -9.96%+7.0pp |
| Employer contribution / active EE | $2,036 | $1,759+15.8% | $2,485-18.1% | $2,111-3.6% |
| Participant deferral / active EE | $10,005 | $3,255+207.4% | $3,852+159.8% | $3,350+198.7% |
| Admin fee / account holder | $36 | $489-92.7% | $6,675-99.5% | $521-93.1% |