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 5-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 | $4,509 |
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 | $58,970 | $60,165-2.0% | $74,183-20.5% | $55,167+6.9% |
| Participation rate | 77.3% | 74.2%+3.1pp | 76.6%+0.7pp | 69.0%+8.3pp |
| Annual return | 6.56% | 10.00%-3.4pp | 17.74%-11.2pp | 169.23%-162.7pp |
| Employer contribution / active EE | $1,768 | $1,600+10.5% | $2,370-25.4% | $1,963-9.9% |
| Participant deferral / active EE | $4,078 | $2,973+37.2% | $3,550+14.9% | $3,054+33.5% |
| Admin fee / account holder | $42 | $419-89.9% | $5,586-99.2% | $504-91.6% |