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 | $10,766 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,982 | $65,223+1.2% | $80,019-17.5% | $55,725+18.4% |
| Participation rate | 95.3% | 80.6%+14.7pp | 75.8%+19.5pp | 70.9%+24.4pp |
| Annual return | -4.96% | 7.59%-12.6pp | 11.22%-16.2pp | 244.93%-249.9pp |
| Employer contribution / active EE | $2,313 | $2,544-9.1% | $2,468-6.3% | $2,078+11.3% |
| Participant deferral / active EE | $4,255 | $3,881+9.7% | $3,686+15.5% | $3,356+26.8% |
| Admin fee / account holder | $36 | $114-68.2% | $6,521-99.4% | $115-68.4% |