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 | $2,406 |
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 | $164,043 | $84,487+94.2% | $125,339+30.9% | $66,914+145.2% |
| Participation rate | 91.5% | 76.4%+15.1pp | 82.4%+9.2pp | 69.8%+21.7pp |
| Annual return | -11.75% | -8.39%-3.4pp | 572.05%-583.8pp | 1.58%-13.3pp |
| Employer contribution / active EE | $2,798 | $3,553-21.2% | $4,814-41.9% | $2,544+10.0% |
| Participant deferral / active EE | $7,993 | $6,781+17.9% | $7,446+7.3% | $4,237+88.6% |
| Admin fee / account holder | $18 | $685-97.4% | $10,010-99.8% | $593-97.0% |