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 | $11,129 |
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 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 | $55,384 | $63,346-12.6% | $92,233-40.0% | $70,131-21.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.21% | 530.12%-515.9pp | 176.28%-162.1pp | 73.14%-58.9pp |
| Employer contribution / active EE | $2,188 | $2,471-11.5% | $3,679-40.5% | $2,342-6.6% |
| Participant deferral / active EE | $2,581 | $2,854-9.6% | $3,897-33.8% | $3,332-22.5% |
| Admin fee / account holder | $90 | $3,840-97.7% | $5,194-98.3% | $4,645-98.1% |