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 | $1,331 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $176,662 | $73,638+139.9% | $95,952+84.1% | $73,488+140.4% |
| Participation rate | 94.7% | 76.2%+18.5pp | 77.1%+17.6pp | 70.7%+24.0pp |
| Annual return | 25.12% | 16.78%+8.3pp | 91.61%-66.5pp | 28.51%-3.4pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $8,525 | $3,617+135.7% | $4,167+104.6% | $3,740+128.0% |
| Admin fee / account holder | $3 | $482-99.3% | $6,795-100.0% | $513-99.4% |