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 | $70,613 |
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 | $12,844 | $88,874-85.5% | $123,544-89.6% | $75,289-82.9% |
| Participation rate | 89.8% | 75.9%+13.9pp | 82.3%+7.5pp | 72.4%+17.3pp |
| Annual return | -3.52% | 4.22%-7.7pp | 119.20%-122.7pp | -0.04%-3.5pp |
| Employer contribution / active EE | $390 | $3,256-88.0% | $4,628-91.6% | $2,405-83.8% |
| Participant deferral / active EE | $2,397 | $6,174-61.2% | $6,426-62.7% | $3,739-35.9% |
| Admin fee / account holder | $62 | $95-34.4% | $9,284-99.3% | $102-39.4% |