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 | $16,051 |
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 | $20,095 | $55,182-63.6% | $73,307-72.6% | $55,191-63.6% |
| Participation rate | 86.2% | 73.9%+12.3pp | 74.9%+11.3pp | 69.2%+17.0pp |
| Annual return | 10.70% | 8.55%+2.2pp | 5.67%+5.0pp | 10.78%-0.1pp |
| Employer contribution / active EE | $27 | $1,935-98.6% | $3,237-99.2% | $1,899-98.6% |
| Participant deferral / active EE | $5,405 | $4,641+16.5% | $4,991+8.3% | $3,046+77.4% |
| Admin fee / account holder | $18 | $68-73.6% | $5,637-99.7% | $91-80.1% |