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 | $681 |
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 | $66,558 | $60,165+10.6% | $74,183-10.3% | $55,167+20.6% |
| Participation rate | 83.8% | 74.2%+9.7pp | 76.6%+7.2pp | 69.0%+14.9pp |
| Annual return | 6.45% | 10.00%-3.5pp | 17.74%-11.3pp | 169.23%-162.8pp |
| Employer contribution / active EE | $3,761 | $1,600+135.1% | $2,370+58.7% | $1,963+91.6% |
| Participant deferral / active EE | $10,047 | $2,973+238.0% | $3,550+183.0% | $3,054+229.0% |
| Admin fee / account holder | $34 | $419-91.8% | $5,586-99.4% | $504-93.2% |