Filed January 15, 2025
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 | $1,513 |
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 | $135,726 | $46,732+190.4% | $156,549-13.3% | $55,167+146.0% |
| Participation rate | 78.8% | 65.8%+13.0pp | 84.0%-5.2pp | 69.0%+9.8pp |
| Annual return | 8.45% | 17.72%-9.3pp | 32.23%-23.8pp | 169.23%-160.8pp |
| Employer contribution / active EE | $7,060 | $2,105+235.4% | $5,501+28.3% | $1,963+259.7% |
| Participant deferral / active EE | $4,343 | $2,204+97.0% | $4,871-10.8% | $3,054+42.2% |
| Admin fee / account holder | $9 | $418-97.8% | $13,027-99.9% | $504-98.2% |