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 5-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 | $79,432 |
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 | $69,708 | $46,292+50.6% | $143,757-51.5% | $64,808+7.6% |
| Participation rate | 93.9% | 64.2%+29.7pp | 80.3%+13.6pp | 71.5%+22.4pp |
| Annual return | -7.13% | -10.05%+2.9pp | -0.04%-7.1pp | 32.82%-39.9pp |
| Employer contribution / active EE | $2,144 | $1,910+12.3% | $4,951-56.7% | $2,506-14.4% |
| Participant deferral / active EE | $6,006 | $2,646+127.0% | $5,637+6.5% | $4,310+39.3% |
| Admin fee / account holder | $105 | $154-31.7% | $14,673-99.3% | $188-44.1% |