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 | $8,754 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,629 | $45,825+1.8% | $90,645-48.6% | $56,287-17.2% |
| Participation rate | 76.4% | 66.7%+9.7pp | 74.0%+2.3pp | 69.9%+6.5pp |
| Annual return | -6.89% | 38.64%-45.5pp | 1.88%-8.8pp | -9.96%+3.1pp |
| Employer contribution / active EE | $356 | $1,372-74.1% | $2,532-85.9% | $2,111-83.1% |
| Participant deferral / active EE | $1,974 | $2,562-22.9% | $3,425-42.3% | $3,350-41.1% |
| Admin fee / account holder | $56 | $413-86.5% | $4,994-98.9% | $521-89.3% |