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 | $68,176 |
Annual investment return 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 | $8,692 | $33,780-74.3% | $74,550-88.3% | $75,289-88.5% |
| Participation rate | 94.3% | 62.7%+31.6pp | 69.1%+25.2pp | 72.4%+21.9pp |
| Annual return | -6.92% | -1.24%-5.7pp | 32.53%-39.4pp | -0.04%-6.9pp |
| Employer contribution / active EE | $363 | $845-57.0% | $1,961-81.5% | $2,405-84.9% |
| Participant deferral / active EE | $1,303 | $1,890-31.0% | $3,108-58.1% | $3,739-65.1% |
| Admin fee / account holder | $29 | $86-66.6% | $5,060-99.4% | $102-71.8% |