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 | $8,595 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,716 | $87,841-43.4% | $133,980-62.9% | $62,891-20.9% |
| Participation rate | 80.9% | 83.4%-2.5pp | 87.1%-6.2pp | 69.3%+11.5pp |
| Annual return | 7.28% | 12.05%-4.8pp | 29.30%-22.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $815 | $3,483-76.6% | $5,211-84.4% | $2,281-64.3% |
| Participant deferral / active EE | $3,907 | $4,812-18.8% | $6,282-37.8% | $3,203+22.0% |
| Admin fee / account holder | $77 | $5,371-98.6% | $9,324-99.2% | $4,296-98.2% |