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 | $6,856 |
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,629 | $69,823-51.8% | $77,163-56.4% | $74,419-54.8% |
| Participation rate | 79.1% | 70.0%+9.1pp | 69.6%+9.5pp | 70.7%+8.3pp |
| Annual return | 16.16% | 19.98%-3.8pp | 37.87%-21.7pp | 34.38%-18.2pp |
| Employer contribution / active EE | $251 | $2,150-88.3% | $2,535-90.1% | $2,637-90.5% |
| Participant deferral / active EE | $1,900 | $3,558-46.6% | $3,833-50.4% | $4,528-58.0% |
| Admin fee / account holder | $19 | $398-95.3% | $5,472-99.7% | $348-94.7% |