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 | $4,829 |
Annual investment return 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 | $60,072 | $60,989-1.5% | $60,874-1.3% | $66,914-10.2% |
| Participation rate | 93.2% | 74.5%+18.7pp | 73.1%+20.1pp | 69.8%+23.4pp |
| Annual return | -18.09% | -9.60%-8.5pp | 16.90%-35.0pp | 1.58%-19.7pp |
| Employer contribution / active EE | $2,742 | $2,661+3.1% | $2,701+1.5% | $2,544+7.8% |
| Participant deferral / active EE | $6,859 | $3,615+89.7% | $3,817+79.7% | $4,237+61.9% |
| Admin fee / account holder | $46 | $338-86.5% | $3,224-98.6% | $593-92.3% |