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 | $21,999 |
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 | $17,928 | $71,666-75.0% | $117,854-84.8% | $69,631-74.3% |
| Participation rate | 90.2% | 77.5%+12.6pp | 79.7%+10.5pp | 70.7%+19.5pp |
| Annual return | 17.82% | 18.86%-1.0pp | 335.08%-317.3pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $64 | $1,889-96.6% | $3,786-98.3% | $2,032-96.9% |
| Participant deferral / active EE | $2,275 | $3,340-31.9% | $4,482-49.2% | $3,224-29.4% |
| Admin fee / account holder | $36 | $120-70.0% | $8,020-99.6% | $110-67.3% |