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 | $4,275 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,456 | $65,061-24.0% | $143,757-65.6% | $66,914-26.1% |
| Participation rate | 91.5% | 65.2%+26.3pp | 80.3%+11.2pp | 69.8%+21.7pp |
| Annual return | -13.94% | -11.14%-2.8pp | -0.04%-13.9pp | 1.58%-15.5pp |
| Employer contribution / active EE | $2,303 | $2,361-2.5% | $4,951-53.5% | $2,544-9.5% |
| Participant deferral / active EE | $4,043 | $2,919+38.5% | $5,637-28.3% | $4,237-4.6% |
| Admin fee / account holder | $18 | $502-96.4% | $14,673-99.9% | $593-96.9% |