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 | $14,643 |
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 | $28,827 | $70,908-59.3% | $98,907-70.9% | $73,488-60.8% |
| Participation rate | 82.6% | 73.8%+8.9pp | 76.0%+6.6pp | 70.7%+12.0pp |
| Annual return | 8.99% | 34.17%-25.2pp | 196.43%-187.4pp | 28.51%-19.5pp |
| Employer contribution / active EE | $733 | $2,036-64.0% | $2,689-72.7% | $2,270-67.7% |
| Participant deferral / active EE | $1,862 | $3,500-46.8% | $4,244-56.1% | $3,740-50.2% |
| Admin fee / account holder | $133 | $535-75.1% | $6,642-98.0% | $513-74.1% |