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 8-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 | $54,464 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,427 | $104,697-31.8% | $96,544-26.0% | $80,160-10.9% |
| Participation rate | 89.9% | 86.4%+3.5pp | 76.0%+13.9pp | 72.9%+17.0pp |
| Annual return | 21.11% | 21.78%-0.7pp | 25.84%-4.7pp | 40.38%-19.3pp |
| Employer contribution / active EE | $2,298 | $3,536-35.0% | $2,965-22.5% | $2,978-22.8% |
| Participant deferral / active EE | $4,299 | $6,188-30.5% | $4,851-11.4% | $5,017-14.3% |
| Admin fee / account holder | $26 | $107-75.7% | $8,252-99.7% | $145-82.1% |