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 | $9,278 |
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 | $59,542 | $56,152+6.0% | $185,823-68.0% | $73,409-18.9% |
| Participation rate | 76.8% | 67.6%+9.2pp | 78.0%-1.3pp | 72.2%+4.6pp |
| Annual return | 24.26% | 17.59%+6.7pp | 35.95%-11.7pp | 59.29%-35.0pp |
| Employer contribution / active EE | $2,031 | $1,532+32.6% | $4,087-50.3% | $2,234-9.1% |
| Participant deferral / active EE | $4,534 | $3,659+23.9% | $5,632-19.5% | $3,805+19.2% |
| Admin fee / account holder | $30 | $132-77.2% | $9,500-99.7% | $158-80.9% |