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 | $517,253 |
Filed as: PORTFOLIO EVALUATIONS INC Service code 27 · EIN 22-3189064 15 INDEPENDENCE BOULEVARD · WARREN, NJ 07059 | Advisory (Plan) | $50,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,954 | $177,276-66.7% | $90,160-34.6% | $177,276-66.7% |
| Participation rate | 88.5% | 74.8%+13.6pp | 76.9%+11.6pp | 74.8%+13.6pp |
| Annual return | 21.23% | 21.25%0pp | 34.88%-13.7pp | 21.25%0pp |
| Employer contribution / active EE | $1,094 | $2,479-55.9% | $3,318-67.0% | $2,479-55.9% |
| Participant deferral / active EE | $3,277 | $3,881-15.6% | $5,288-38.0% | $3,881-15.6% |
| Admin fee / account holder | $72 | $154-53.1% | $5,943-98.8% | $154-53.1% |