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 | $1,900 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,943 | $67,606+4.9% | $82,313-13.8% | $70,131+1.2% |
| Participation rate | 84.3% | 72.8%+11.5pp | 76.9%+7.4pp | 69.5%+14.7pp |
| Annual return | 8.21% | 21.57%-13.4pp | 25.88%-17.7pp | 73.14%-64.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,706 | $2,987-9.4% | $3,706-27.0% | $3,332-18.8% |
| Admin fee / account holder | $43 | $4,512-99.1% | $5,608-99.2% | $4,645-99.1% |