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 | $2,404 |
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 | $238,792 | $101,317+135.7% | $146,958+62.5% | $74,495+220.5% |
| Participation rate | 87.7% | 75.5%+12.2pp | 82.2%+5.6pp | 67.2%+20.5pp |
| Annual return | 27.02% | 8730.91%-8703.9pp | 418.34%-391.3pp | 1364.94%-1337.9pp |
| Employer contribution / active EE | $5,681 | $3,810+49.1% | $4,933+15.2% | $2,623+116.6% |
| Participant deferral / active EE | $8,296 | $7,303+13.6% | $8,070+2.8% | $4,346+90.9% |
| Admin fee / account holder | $27 | $1,739-98.5% | $12,998-99.8% | $1,942-98.6% |