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 | $1,361 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,703 | $79,171-42.3% | $102,423-55.4% | $74,495-38.6% |
| Participation rate | 71.2% | 74.8%-3.6pp | 76.5%-5.3pp | 67.2%+4.0pp |
| Annual return | 15.40% | 54.93%-39.5pp | 29.32%-13.9pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $1,364 | $2,362-42.3% | $3,023-54.9% | $2,623-48.0% |
| Participant deferral / active EE | $3,136 | $4,415-29.0% | $5,053-37.9% | $4,346-27.8% |
| Admin fee / account holder | $12 | $2,001-99.4% | $9,451-99.9% | $1,942-99.4% |