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 | $15,159 |
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 | $51,930 | $72,770-28.6% | $67,652-23.2% | $55,191-5.9% |
| Participation rate | 94.4% | 78.8%+15.7pp | 75.7%+18.8pp | 69.2%+25.3pp |
| Annual return | 4.41% | -3.26%+7.7pp | 6625.04%-6620.6pp | 10.78%-6.4pp |
| Employer contribution / active EE | $2,819 | $1,769+59.3% | $2,266+24.4% | $1,899+48.5% |
| Participant deferral / active EE | $4,157 | $3,408+22.0% | $3,560+16.8% | $3,046+36.4% |
| Admin fee / account holder | $26 | $79-67.4% | $4,821-99.5% | $91-71.7% |