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 | $6,250 |
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 | $23,155 | $71,957-67.8% | $67,652-65.8% | $59,188-60.9% |
| Participation rate | 88.1% | 82.7%+5.4pp | 75.7%+12.4pp | 69.4%+18.7pp |
| Annual return | 4.50% | 8.53%-4.0pp | 6625.04%-6620.5pp | 5.51%-1.0pp |
| Employer contribution / active EE | $9 | $2,432-99.6% | $2,266-99.6% | $2,098-99.6% |
| Participant deferral / active EE | $4,865 | $4,211+15.5% | $3,560+36.7% | $3,265+49.0% |
| Admin fee / account holder | $5 | $64-91.9% | $4,821-99.9% | $92-94.3% |