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 | $22,262 |
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 | $21,923 | $71,666-69.4% | $117,854-81.4% | $69,631-68.5% |
| Participation rate | 89.4% | 77.5%+11.9pp | 79.7%+9.7pp | 70.7%+18.7pp |
| Annual return | 17.36% | 18.86%-1.5pp | 335.08%-317.7pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $921 | $1,889-51.3% | $3,786-75.7% | $2,032-54.7% |
| Participant deferral / active EE | $3,062 | $3,340-8.3% | $4,482-31.7% | $3,224-5.0% |
| Admin fee / account holder | $57 | $120-52.8% | $8,020-99.3% | $110-48.6% |