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 | $2,048 |
SII INVESTMENTS INC1+ years Service code 61 · EIN 39-1099262 | Finders' fees / placement fees | $0 |
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 | $39,064 | $72,177-45.9% | $115,037-66.0% | $59,632-34.5% |
| Participation rate | 71.4% | 72.6%-1.1pp | 81.4%-9.9pp | 68.7%+2.8pp |
| Annual return | 1.45% | 12.02%-10.6pp | 26.14%-24.7pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $3,616 | $2,841+27.3% | $4,608-21.5% | $2,203+64.2% |
| Participant deferral / active EE | $7,569 | $4,783+58.2% | $6,026+25.6% | $3,192+137.1% |
| Admin fee / account holder | $13 | $4,927-99.7% | $8,175-99.8% | $4,297-99.7% |