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 | $500 |
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 | $139,596 | $89,652+55.7% | $141,162-1.1% | $65,185+114.2% |
| Participation rate | 92.7% | 74.7%+18.0pp | 82.5%+10.3pp | 70.2%+22.5pp |
| Annual return | 12.25% | 32.79%-20.5pp | 71.39%-59.1pp | 29.38%-17.1pp |
| Employer contribution / active EE | $4,696 | $3,065+53.2% | $4,735-0.8% | $2,177+115.7% |
| Participant deferral / active EE | $4,898 | $5,691-13.9% | $6,709-27.0% | $3,514+39.4% |
| Admin fee / account holder | $4 | $569-99.3% | $10,261-100.0% | $847-99.5% |