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 | $33,981 |
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 | $11,916 | $46,732-74.5% | $156,549-92.4% | $55,167-78.4% |
| Participation rate | 95.1% | 65.8%+29.3pp | 84.0%+11.0pp | 69.0%+26.1pp |
| Annual return | 6.02% | 17.72%-11.7pp | 32.23%-26.2pp | 169.23%-163.2pp |
| Employer contribution / active EE | $114 | $2,105-94.6% | $5,501-97.9% | $1,963-94.2% |
| Participant deferral / active EE | $1,327 | $2,204-39.8% | $4,871-72.8% | $3,054-56.6% |
| Admin fee / account holder | $117 | $418-72.0% | $13,027-99.1% | $504-76.7% |