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 | $5,917 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,674 | $101,883-3.2% | $453,369-78.2% | $85,850+14.9% |
| Participation rate | 89.5% | 72.3%+17.2pp | 78.0%+11.5pp | 69.3%+20.2pp |
| Annual return | 15.87% | 25.38%-9.5pp | 64.40%-48.5pp | 318.53%-302.7pp |
| Employer contribution / active EE | $3,500 | $2,847+22.9% | $4,070-14.0% | $2,565+36.5% |
| Participant deferral / active EE | $6,286 | $4,782+31.5% | $6,209+1.2% | $3,952+59.1% |
| Admin fee / account holder | $63 | $5,706-98.9% | $11,209-99.4% | $6,260-99.0% |