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 9-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 | $3,544 |
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 | $64,462 | $76,050-15.2% | $96,544-33.2% | $71,457-9.8% |
| Participation rate | 98.8% | 74.4%+24.4pp | 76.0%+22.8pp | 67.9%+30.9pp |
| Annual return | 22.95% | 22.81%+0.1pp | 25.84%-2.9pp | 28.85%-5.9pp |
| Employer contribution / active EE | $738 | $2,244-67.1% | $2,965-75.1% | $2,588-71.5% |
| Participant deferral / active EE | $3,064 | $4,215-27.3% | $4,851-36.8% | $4,289-28.6% |
| Admin fee / account holder | $17 | $2,707-99.4% | $8,252-99.8% | $1,587-99.0% |