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 | $26,626 |
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 | $50,175 | $81,537-38.5% | $149,718-66.5% | $69,631-27.9% |
| Participation rate | 88.3% | 86.1%+2.2pp | 87.1%+1.2pp | 70.7%+17.6pp |
| Annual return | 23.58% | 22.79%+0.8pp | 1501.63%-1478.0pp | 27571.02%-27547.4pp |
| Employer contribution / active EE | $861 | $3,239-73.4% | $5,445-84.2% | $2,032-57.6% |
| Participant deferral / active EE | $6,632 | $4,994+32.8% | $6,569+1.0% | $3,224+105.7% |
| Admin fee / account holder | $41 | $107-61.2% | $11,283-99.6% | $110-62.5% |