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 | $3,849 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,236 | $54,573+58.0% | $90,951-5.2% | $73,488+17.3% |
| Participation rate | 96.3% | 61.2%+35.1pp | 69.0%+27.3pp | 70.7%+25.6pp |
| Annual return | 13.79% | 16.69%-2.9pp | 134.60%-120.8pp | 28.51%-14.7pp |
| Employer contribution / active EE | $866 | $991-12.7% | $2,122-59.2% | $2,270-61.9% |
| Participant deferral / active EE | $4,840 | $2,517+92.3% | $3,373+43.5% | $3,740+29.4% |
| Admin fee / account holder | $30 | $521-94.3% | $5,959-99.5% | $513-94.2% |