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 | $875 |
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 | $181,213 | $60,349+200.3% | $74,183+144.3% | $62,891+188.1% |
| Participation rate | 90.7% | 72.7%+18.0pp | 76.6%+14.1pp | 69.3%+21.4pp |
| Annual return | 7.24% | 21.37%-14.1pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $10,348 | $1,680+515.9% | $2,370+336.6% | $2,281+353.7% |
| Participant deferral / active EE | $3,975 | $2,856+39.2% | $3,550+12.0% | $3,203+24.1% |
| Admin fee / account holder | $8 | $4,261-99.8% | $5,586-99.9% | $4,296-99.8% |