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 | $18,724 |
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 | $43,813 | $62,267-29.6% | $110,238-60.3% | $55,725-21.4% |
| Participation rate | 90.6% | 78.1%+12.5pp | 79.8%+10.8pp | 70.9%+19.8pp |
| Annual return | -4.20% | -1.07%-3.1pp | 314.74%-318.9pp | 244.93%-249.1pp |
| Employer contribution / active EE | $1,326 | $1,941-31.7% | $3,826-65.4% | $2,078-36.2% |
| Participant deferral / active EE | $3,415 | $3,516-2.9% | $4,672-26.9% | $3,356+1.8% |
| Admin fee / account holder | $45 | $121-62.7% | $8,547-99.5% | $115-60.8% |