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 | $2,931 |
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 | $71,198 | $70,002+1.7% | $115,037-38.1% | $52,331+36.1% |
| Participation rate | 98.4% | 72.1%+26.3pp | 81.4%+17.0pp | 68.1%+30.3pp |
| Annual return | -0.22% | 4.04%-4.3pp | 26.14%-26.4pp | 4.54%-4.8pp |
| Employer contribution / active EE | $2,894 | $2,715+6.6% | $4,608-37.2% | $1,882+53.8% |
| Participant deferral / active EE | $6,377 | $4,920+29.6% | $6,026+5.8% | $3,022+111.0% |
| Admin fee / account holder | $18 | $566-96.8% | $8,175-99.8% | $592-97.0% |