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 9-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 | -$3,281 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,497 | $61,272+36.3% | $149,673-44.2% | $71,457+16.8% |
| Participation rate | 92.8% | 62.5%+30.3pp | 78.8%+14.1pp | 67.9%+24.9pp |
| Annual return | 12.17% | 35.85%-23.7pp | 134.42%-122.2pp | 28.85%-16.7pp |
| Employer contribution / active EE | $1,369 | $2,378-42.5% | $4,818-71.6% | $2,588-47.1% |
| Participant deferral / active EE | $4,965 | $2,917+70.2% | $5,680-12.6% | $4,289+15.8% |
| Admin fee / account holder | -$4 | $1,261-100.3% | $13,210-100.0% | $1,587-100.3% |