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 | $13,414 |
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 | $191,489 | $123,793+54.7% | $177,821+7.7% | $79,858+139.8% |
| Participation rate | 82.0% | 84.7%-2.7pp | 87.7%-5.7pp | 69.6%+12.4pp |
| Annual return | 12.16% | 22.82%-10.7pp | 48.32%-36.2pp | 31.71%-19.6pp |
| Employer contribution / active EE | $4,328 | $4,095+5.7% | $5,918-26.9% | $2,471+75.1% |
| Participant deferral / active EE | $11,715 | $5,956+96.7% | $7,714+51.9% | $3,740+213.2% |
| Admin fee / account holder | $184 | $7,243-97.5% | $12,427-98.5% | $5,306-96.5% |