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 8-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 | $17,932 |
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 | $22,581 | $88,874-74.6% | $123,544-81.7% | $75,289-70.0% |
| Participation rate | 92.8% | 75.9%+16.9pp | 82.3%+10.5pp | 72.4%+20.4pp |
| Annual return | 16.36% | 4.22%+12.1pp | 119.20%-102.8pp | -0.04%+16.4pp |
| Employer contribution / active EE | $2,034 | $3,256-37.5% | $4,628-56.0% | $2,405-15.4% |
| Participant deferral / active EE | $6,639 | $6,174+7.5% | $6,426+3.3% | $3,739+77.6% |
| Admin fee / account holder | $11 | $95-88.0% | $9,284-99.9% | $102-88.9% |