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 51-0396365 | Loan Processing | $1,568 |
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 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 | $22,264 | $36,916-39.7% | $156,549-85.8% | $57,658-61.4% |
| Participation rate | 84.9% | 63.4%+21.5pp | 84.0%+0.9pp | 70.2%+14.7pp |
| Annual return | 7.26% | 12.38%-5.1pp | 32.23%-25.0pp | 5.13%+2.1pp |
| Employer contribution / active EE | $1,468 | $1,571-6.5% | $5,501-73.3% | $1,974-25.6% |
| Participant deferral / active EE | $2,289 | $1,926+18.9% | $4,871-53.0% | $3,061-25.2% |
| Admin fee / account holder | $3 | $82-96.7% | $13,027-100.0% | $95-97.1% |