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 | $10,602 |
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 | $83,397 | $71,192+17.1% | $117,854-29.2% | $62,292+33.9% |
| Participation rate | 84.8% | 74.2%+10.6pp | 79.7%+5.2pp | 69.5%+15.3pp |
| Annual return | 24.92% | 18.66%+6.3pp | 335.08%-310.2pp | 28.90%-4.0pp |
| Employer contribution / active EE | $3,040 | $1,934+57.2% | $3,786-19.7% | $2,042+48.8% |
| Participant deferral / active EE | $3,184 | $3,189-0.2% | $4,482-29.0% | $3,169+0.5% |
| Admin fee / account holder | $75 | $587-87.3% | $8,020-99.1% | $479-84.4% |