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 | $1,725 |
Annual investment return 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 | $192,071 | $104,475+83.8% | $159,436+20.5% | $79,386+141.9% |
| Participation rate | 90.4% | 76.6%+13.8pp | 82.8%+7.6pp | 70.7%+19.7pp |
| Annual return | 12.55% | 67.95%-55.4pp | 263.57%-251.0pp | 116.85%-104.3pp |
| Employer contribution / active EE | $2,713 | $3,417-20.6% | $4,829-43.8% | $2,427+11.8% |
| Participant deferral / active EE | $7,897 | $6,467+22.1% | $7,352+7.4% | $4,046+95.2% |
| Admin fee / account holder | $14 | $711-98.1% | $10,799-99.9% | $626-97.8% |