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 9-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 | $12,225 |
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 | $35,576 | $63,299-43.8% | $91,001-60.9% | $62,292-42.9% |
| Participation rate | 72.5% | 73.3%-0.8pp | 75.6%-3.1pp | 69.5%+3.0pp |
| Annual return | 17.29% | 20.99%-3.7pp | 4.60%+12.7pp | 28.90%-11.6pp |
| Employer contribution / active EE | $1,769 | $1,807-2.1% | $2,456-28.0% | $2,042-13.4% |
| Participant deferral / active EE | $2,929 | $2,943-0.5% | $3,547-17.4% | $3,169-7.6% |
| Admin fee / account holder | $84 | $468-81.9% | $5,417-98.4% | $479-82.4% |