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 | $650 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $56,136 | $85,766-34.5% | $136,294-58.8% | $70,131-20.0% |
| Participation rate | 76.0% | 74.2%+1.8pp | 81.9%-5.9pp | 69.5%+6.5pp |
| Annual return | 14.80% | 31.45%-16.7pp | 5155.94%-5141.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $4,552 | $2,966+53.5% | $4,695-3.1% | $2,342+94.3% |
| Participant deferral / active EE | $9,773 | $5,051+93.5% | $6,247+56.4% | $3,332+193.3% |
| Admin fee / account holder | $3 | $5,420-99.9% | $9,243-100.0% | $4,645-99.9% |