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 | $11,471 |
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 | $111,900 | $59,186+89.1% | $76,768+45.8% | $56,287+98.8% |
| Participation rate | 80.4% | 75.2%+5.2pp | 77.0%+3.4pp | 69.9%+10.5pp |
| Annual return | -4.50% | 6.62%-11.1pp | 2.43%-6.9pp | -9.96%+5.5pp |
| Employer contribution / active EE | $4,006 | $1,759+127.8% | $2,485+61.2% | $2,111+89.8% |
| Participant deferral / active EE | $5,385 | $3,255+65.5% | $3,852+39.8% | $3,350+60.8% |
| Admin fee / account holder | $86 | $489-82.5% | $6,675-98.7% | $521-83.6% |