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 10 · EIN 26-1631123 | Accounting | $6,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,828 |
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 | $85,656 | $100,801-15.0% | $149,696-42.8% | $73,409+16.7% |
| Participation rate | 89.7% | 77.7%+12.0pp | 82.5%+7.3pp | 72.2%+17.6pp |
| Annual return | 17.21% | 265.34%-248.1pp | 276.60%-259.4pp | 59.29%-42.1pp |
| Employer contribution / active EE | $2,798 | $3,312-15.5% | $4,644-39.7% | $2,234+25.3% |
| Participant deferral / active EE | $7,093 | $6,404+10.8% | $6,842+3.7% | $3,805+86.4% |
| Admin fee / account holder | $25 | $181-86.2% | $9,309-99.7% | $158-84.2% |