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 | $21,476 |
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 | $36,058 | $88,515-59.3% | $162,163-77.8% | $67,579-46.6% |
| Participation rate | 93.5% | 86.8%+6.7pp | 87.6%+5.9pp | 71.3%+22.2pp |
| Annual return | 24.59% | 27.04%-2.4pp | 115.59%-91.0pp | 378.56%-354.0pp |
| Employer contribution / active EE | $967 | $3,563-72.8% | $5,614-82.8% | $2,148-55.0% |
| Participant deferral / active EE | $6,137 | $5,724+7.2% | $7,298-15.9% | $3,539+73.4% |
| Admin fee / account holder | $37 | $124-69.7% | $10,843-99.7% | $142-73.7% |