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 | $1,456 |
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 | $200,962 | $91,552+119.5% | $133,956+50.0% | $79,858+151.6% |
| Participation rate | 97.8% | 73.3%+24.5pp | 79.8%+18.0pp | 69.6%+28.2pp |
| Annual return | 13.51% | 61.85%-48.3pp | 45.09%-31.6pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,240 | $2,384-6.0% | $3,919-42.8% | $2,471-9.3% |
| Participant deferral / active EE | $8,857 | $3,733+137.2% | $5,048+75.5% | $3,740+136.8% |
| Admin fee / account holder | $13 | $6,321-99.8% | $8,927-99.9% | $5,306-99.7% |