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 | $638 |
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 | $158,471 | $99,957+58.5% | $149,696+5.9% | $73,488+115.6% |
| Participation rate | 96.3% | 75.7%+20.6pp | 82.5%+13.9pp | 70.7%+25.7pp |
| Annual return | 9.25% | 53.87%-44.6pp | 276.60%-267.4pp | 28.51%-19.3pp |
| Employer contribution / active EE | $5,281 | $3,191+65.5% | $4,644+13.7% | $2,270+132.6% |
| Participant deferral / active EE | $5,004 | $6,073-17.6% | $6,842-26.9% | $3,740+33.8% |
| Admin fee / account holder | $5 | $551-99.1% | $9,309-99.9% | $513-99.0% |