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 | $775 |
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 | $230,723 | $76,050+203.4% | $96,544+139.0% | $71,457+222.9% |
| Participation rate | 98.7% | 74.4%+24.3pp | 76.0%+22.7pp | 67.9%+30.8pp |
| Annual return | 24.81% | 22.81%+2.0pp | 25.84%-1.0pp | 28.85%-4.0pp |
| Employer contribution / active EE | $7,062 | $2,244+214.7% | $2,965+138.2% | $2,588+172.9% |
| Participant deferral / active EE | $15,069 | $4,215+257.5% | $4,851+210.6% | $4,289+251.3% |
| Admin fee / account holder | $4 | $2,707-99.8% | $8,252-100.0% | $1,587-99.7% |