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 | $625 |
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 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 | $48,505 | $54,380-10.8% | $68,509-29.2% | $59,632-18.7% |
| Participation rate | 91.7% | 70.2%+21.5pp | 74.7%+16.9pp | 68.7%+23.0pp |
| Annual return | -1.51% | 2.83%-4.3pp | 8.27%-9.8pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $2,140 | $1,539+39.1% | $2,278-6.1% | $2,203-2.9% |
| Participant deferral / active EE | $4,847 | $2,643+83.4% | $3,382+43.3% | $3,192+51.9% |
| Admin fee / account holder | $6 | $3,885-99.8% | $5,275-99.9% | $4,297-99.9% |