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 | $3,644 |
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 | $92,620 | $72,607+27.6% | $90,749+2.1% | $66,914+38.4% |
| Participation rate | 94.5% | 73.7%+20.8pp | 75.7%+18.8pp | 69.8%+24.7pp |
| Annual return | -12.56% | -12.28%-0.3pp | -12.16%-0.4pp | 1.58%-14.1pp |
| Employer contribution / active EE | $1,732 | $2,369-26.9% | $2,921-40.7% | $2,544-31.9% |
| Participant deferral / active EE | $5,025 | $3,977+26.3% | $4,564+10.1% | $4,237+18.6% |
| Admin fee / account holder | $19 | $707-97.3% | $8,445-99.8% | $593-96.8% |