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 | $35,295 |
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 | $15,101 | $36,978-59.2% | $155,790-90.3% | $59,188-74.5% |
| Participation rate | 83.2% | 62.7%+20.5pp | 76.1%+7.1pp | 69.4%+13.8pp |
| Annual return | -0.62% | 5.44%-6.1pp | 71.54%-72.2pp | 5.51%-6.1pp |
| Employer contribution / active EE | $297 | $1,222-75.7% | $3,836-92.3% | $2,098-85.8% |
| Participant deferral / active EE | $1,965 | $2,795-29.7% | $4,797-59.0% | $3,265-39.8% |
| Admin fee / account holder | $28 | $65-57.1% | $7,478-99.6% | $92-69.7% |