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 | $16,894 |
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 | $17,082 | $85,635-80.1% | $123,892-86.2% | $63,975-73.3% |
| Participation rate | 72.5% | 74.9%-2.5pp | 81.4%-8.9pp | 71.1%+1.3pp |
| Annual return | 20.94% | 15.74%+5.2pp | 47.52%-26.6pp | 48.65%-27.7pp |
| Employer contribution / active EE | $1,892 | $3,076-38.5% | $4,617-59.0% | $2,182-13.3% |
| Participant deferral / active EE | $5,670 | $5,667+0.1% | $5,984-5.2% | $3,356+68.9% |
| Admin fee / account holder | $4 | $75-94.1% | $8,357-99.9% | $70-93.7% |