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 | $919 |
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 | $71,546 | $69,977+2.2% | $108,579-34.1% | $62,891+13.8% |
| Participation rate | 95.5% | 72.9%+22.6pp | 79.6%+15.9pp | 69.3%+26.2pp |
| Annual return | 4.85% | 10.73%-5.9pp | -51.70%+56.5pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,481 | $3,165+10.0% | $4,311-19.3% | $3,203+8.7% |
| Admin fee / account holder | $10 | $5,076-99.8% | $7,645-99.9% | $4,296-99.8% |