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 | $1,200 |
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 | $41,965 | $79,171-47.0% | $102,423-59.0% | $74,495-43.7% |
| Participation rate | 85.7% | 74.8%+10.9pp | 76.5%+9.2pp | 67.2%+18.5pp |
| Annual return | 13.40% | 54.93%-41.5pp | 29.32%-15.9pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $991 | $2,362-58.0% | $3,023-67.2% | $2,623-62.2% |
| Participant deferral / active EE | $3,237 | $4,415-26.7% | $5,053-35.9% | $4,346-25.5% |
| Admin fee / account holder | $27 | $2,001-98.7% | $9,451-99.7% | $1,942-98.6% |