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 | $644 |
Annual investment return 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 | $109,724 | $70,002+56.7% | $115,037-4.6% | $52,331+109.7% |
| Participation rate | 95.3% | 72.1%+23.2pp | 81.4%+14.0pp | 68.1%+27.2pp |
| Annual return | -1.48% | 4.04%-5.5pp | 26.14%-27.6pp | 4.54%-6.0pp |
| Employer contribution / active EE | $5,379 | $2,715+98.1% | $4,608+16.7% | $1,882+185.9% |
| Participant deferral / active EE | $4,767 | $4,920-3.1% | $6,026-20.9% | $3,022+57.7% |
| Admin fee / account holder | $5 | $566-99.1% | $8,175-99.9% | $592-99.2% |