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 | $24,435 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,792 | $44,989-69.3% | $170,442-91.9% | $77,958-82.3% |
| Participation rate | 92.2% | 64.6%+27.6pp | 83.6%+8.6pp | 71.6%+20.5pp |
| Annual return | 23.66% | 19.61%+4.1pp | 205.93%-182.3pp | 20.87%+2.8pp |
| Employer contribution / active EE | $900 | $1,466-38.6% | $5,433-83.4% | $2,310-61.1% |
| Participant deferral / active EE | $3,031 | $2,208+37.3% | $4,939-38.6% | $3,537-14.3% |
| Admin fee / account holder | $11 | $69-84.0% | $13,880-99.9% | $97-88.7% |