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 | $2,944 |
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 | $57,543 | $73,981-22.2% | $105,722-45.6% | $62,891-8.5% |
| Participation rate | 70.7% | 71.7%-1.0pp | 78.9%-8.2pp | 69.3%+1.4pp |
| Annual return | 5.79% | 17.60%-11.8pp | 12.25%-6.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $2,883 | $2,856+0.9% | $4,079-29.3% | $2,281+26.4% |
| Participant deferral / active EE | $4,588 | $4,038+13.6% | $5,326-13.8% | $3,203+43.3% |
| Admin fee / account holder | $37 | $5,976-99.4% | $8,308-99.6% | $4,296-99.1% |