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 | $367,229 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES Service code 16 · EIN 36-2235791 | Consulting | $50,738 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,335 | $67,505-72.8% | $155,790-88.2% | $67,505-72.8% |
| Participation rate | 76.1% | 71.2%+4.9pp | 76.1%0pp | 71.2%+4.9pp |
| Annual return | 1.64% | 6.52%-4.9pp | 71.54%-69.9pp | 6.52%-4.9pp |
| Employer contribution / active EE | $325 | $2,173-85.1% | $3,836-91.5% | $2,173-85.1% |
| Participant deferral / active EE | $1,844 | $3,597-48.7% | $4,797-61.6% | $3,597-48.7% |
| Admin fee / account holder | $62 | $56+10.1% | $7,478-99.2% | $56+10.1% |