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 9-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 | $1,569 |
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 | $25,394 | $71,802-64.6% | $133,980-81.0% | $57,658-56.0% |
| Participation rate | 89.9% | 85.5%+4.4pp | 87.1%+2.8pp | 70.2%+19.7pp |
| Annual return | 5.60% | 13.51%-7.9pp | 29.30%-23.7pp | 5.13%+0.5pp |
| Employer contribution / active EE | $2,480 | $3,161-21.6% | $5,211-52.4% | $1,974+25.6% |
| Participant deferral / active EE | $4,769 | $4,606+3.5% | $6,282-24.1% | $3,061+55.8% |
| Admin fee / account holder | $3 | $88-96.5% | $9,324-100.0% | $95-96.8% |