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 | $2,309 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,381 | $57,108-8.3% | $94,224-44.4% | $52,331+0.1% |
| Participation rate | 94.9% | 72.9%+22.0pp | 78.8%+16.2pp | 68.1%+26.8pp |
| Annual return | 3.30% | 1.47%+1.8pp | 10.68%-7.4pp | 4.54%-1.2pp |
| Employer contribution / active EE | $395 | $1,735-77.2% | $3,587-89.0% | $1,882-79.0% |
| Participant deferral / active EE | $3,476 | $3,040+14.4% | $4,320-19.5% | $3,022+15.0% |
| Admin fee / account holder | $10 | $546-98.1% | $6,269-99.8% | $592-98.2% |