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 | $1,350 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $65,593 | $62,586+4.8% | $76,768-14.6% | $64,186+2.2% |
| Participation rate | 91.6% | 72.8%+18.8pp | 77.0%+14.6pp | 69.6%+22.0pp |
| Annual return | 12.19% | -1.95%+14.1pp | 2.43%+9.8pp | 7.63%+4.6pp |
| Employer contribution / active EE | $1,581 | $1,832-13.7% | $2,485-36.4% | $2,381-33.6% |
| Participant deferral / active EE | $6,611 | $3,145+110.2% | $3,852+71.6% | $3,470+90.5% |
| Admin fee / account holder | $15 | $4,667-99.7% | $6,675-99.8% | $4,888-99.7% |