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 27 9628 PROTOTYPE COURT · RENO, NV 89521 | Advisory (Plan) | $7,803 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,110 |
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 | $50,496 | $107,378-53.0% | $108,579-53.5% | $57,658-12.4% |
| Participation rate | 91.6% | 77.1%+14.5pp | 79.6%+12.1pp | 70.2%+21.4pp |
| Annual return | 8.06% | 12.80%-4.7pp | -51.70%+59.8pp | 5.13%+2.9pp |
| Employer contribution / active EE | $1,939 | $1,782+8.8% | $3,758-48.4% | $1,974-1.8% |
| Participant deferral / active EE | $4,593 | $3,221+42.6% | $4,311+6.5% | $3,061+50.1% |
| Admin fee / account holder | $33 | $108-70.0% | $7,645-99.6% | $95-65.5% |