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 | $3,340 |
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 | $75,849 | $70,908+7.0% | $98,907-23.3% | $73,488+3.2% |
| Participation rate | 86.8% | 73.8%+13.1pp | 76.0%+10.8pp | 70.7%+16.2pp |
| Annual return | 14.09% | 34.17%-20.1pp | 196.43%-182.3pp | 28.51%-14.4pp |
| Employer contribution / active EE | $1,854 | $2,036-8.9% | $2,689-31.0% | $2,270-18.3% |
| Participant deferral / active EE | $2,379 | $3,500-32.0% | $4,244-43.9% | $3,740-36.4% |
| Admin fee / account holder | $15 | $535-97.2% | $6,642-99.8% | $513-97.1% |