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 | $4,990 |
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 | $39,229 | $52,467-25.2% | $57,179-31.4% | $55,167-28.9% |
| Participation rate | 76.2% | 75.8%+0.4pp | 75.3%+0.9pp | 69.0%+7.2pp |
| Annual return | 6.41% | 7.72%-1.3pp | 14.59%-8.2pp | 169.23%-162.8pp |
| Employer contribution / active EE | $1,224 | $2,477-50.6% | $2,682-54.4% | $1,963-37.6% |
| Participant deferral / active EE | $5,505 | $2,830+94.5% | $3,096+77.8% | $3,054+80.2% |
| Admin fee / account holder | $29 | $269-89.2% | $3,139-99.1% | $504-94.2% |