Filed September 18, 2023
Total covered: 4 employees
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 | $277,860 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $75,297 |
JUNO FINANCIAL GROUP1 year Filed as: JUNO FINANCIAL GROUP LLC Service code 27 · EIN 30-1151813 | Advisory (Plan) | $42,641 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,139 | $128,899-59.6% | $113,168-53.9% | $102,872-49.3% |
| Participation rate | 88.6% | 87.0%+1.5pp | 76.6%+12.0pp | 73.0%+15.5pp |
| Annual return | 18.22% | 15.88%+2.3pp | 24.27%-6.0pp | 19.06%-0.8pp |
| Employer contribution / active EE | $1,451 | $3,713-60.9% | $2,975-51.2% | $3,526-58.8% |
| Participant deferral / active EE | $4,096 | $6,787-39.6% | $5,107-19.8% | $5,535-26.0% |
| Admin fee / account holder | $167 | $129+28.8% | $12,068-98.6% | $292-43.0% |