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 | $3,116 |
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 | $44,942 | $57,096-21.3% | $94,224-52.3% | $55,191-18.6% |
| Participation rate | 91.3% | 75.7%+15.6pp | 78.8%+12.5pp | 69.2%+22.1pp |
| Annual return | 0.87% | 159.65%-158.8pp | 10.68%-9.8pp | 10.78%-9.9pp |
| Employer contribution / active EE | $1,739 | $1,708+1.8% | $3,587-51.5% | $1,899-8.4% |
| Participant deferral / active EE | $4,154 | $3,165+31.2% | $4,320-3.9% | $3,046+36.4% |
| Admin fee / account holder | $11 | $89-87.7% | $6,269-99.8% | $91-87.9% |