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 | $3,019 |
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 | $75,222 | $73,638+2.2% | $95,952-21.6% | $73,488+2.4% |
| Participation rate | 90.0% | 76.2%+13.8pp | 77.1%+12.9pp | 70.7%+19.3pp |
| Annual return | 19.62% | 16.78%+2.8pp | 91.61%-72.0pp | 28.51%-8.9pp |
| Employer contribution / active EE | $724 | $1,863-61.1% | $2,541-71.5% | $2,270-68.1% |
| Participant deferral / active EE | $3,957 | $3,617+9.4% | $4,167-5.0% | $3,740+5.8% |
| Admin fee / account holder | $15 | $482-96.8% | $6,795-99.8% | $513-97.0% |