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 | $10,015 |
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 | $32,893 | $64,286-48.8% | $90,951-63.8% | $73,409-55.2% |
| Participation rate | 94.0% | 63.6%+30.4pp | 69.0%+25.0pp | 72.2%+21.8pp |
| Annual return | 20.56% | 21.45%-0.9pp | 134.60%-114.0pp | 59.29%-38.7pp |
| Employer contribution / active EE | $2,117 | $895+136.7% | $2,122-0.2% | $2,234-5.2% |
| Participant deferral / active EE | $2,834 | $2,453+15.5% | $3,373-16.0% | $3,805-25.5% |
| Admin fee / account holder | $35 | $287-87.8% | $5,959-99.4% | $158-77.7% |