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 | $28,833 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,983 | $95,918-10.4% | $151,611-43.3% | $77,904+10.4% |
| Participation rate | 95.4% | 88.7%+6.7pp | 87.5%+7.9pp | 73.7%+21.8pp |
| Annual return | 9.13% | -5.50%+14.6pp | 3.33%+5.8pp | 12.21%-3.1pp |
| Employer contribution / active EE | $4,586 | $4,330+5.9% | $6,166-25.6% | $2,848+61.0% |
| Participant deferral / active EE | $11,878 | $7,508+58.2% | $8,363+42.0% | $4,806+147.1% |
| Admin fee / account holder | $26 | $93-71.9% | $11,616-99.8% | $133-80.2% |