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 | $2,813 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,831 | $62,324-66.6% | $68,509-69.6% | $55,191-62.3% |
| Participation rate | 74.7% | 78.9%-4.2pp | 74.7%0pp | 69.2%+5.5pp |
| Annual return | 0.69% | 4.26%-3.6pp | 8.27%-7.6pp | 10.78%-10.1pp |
| Employer contribution / active EE | $675 | $2,223-69.6% | $2,278-70.4% | $1,899-64.5% |
| Participant deferral / active EE | $1,947 | $3,425-43.2% | $3,382-42.4% | $3,046-36.1% |
| Admin fee / account holder | $12 | $91-87.4% | $5,275-99.8% | $91-87.3% |