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 | $7,296 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,783 | $59,186-14.2% | $76,768-33.8% | $56,287-9.8% |
| Participation rate | 86.0% | 75.2%+10.8pp | 77.0%+9.0pp | 69.9%+16.2pp |
| Annual return | -6.00% | 6.62%-12.6pp | 2.43%-8.4pp | -9.96%+4.0pp |
| Employer contribution / active EE | $565 | $1,759-67.9% | $2,485-77.3% | $2,111-73.3% |
| Participant deferral / active EE | $3,379 | $3,255+3.8% | $3,852-12.3% | $3,350+0.9% |
| Admin fee / account holder | $39 | $489-92.0% | $6,675-99.4% | $521-92.5% |