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 8-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 | $400 |
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 | $17,546 | $58,083-69.8% | $80,019-78.1% | $56,287-68.8% |
| Participation rate | 98.5% | 73.6%+24.9pp | 75.8%+22.6pp | 69.9%+28.6pp |
| Annual return | -26.22% | 34.61%-60.8pp | 11.22%-37.4pp | -9.96%-16.3pp |
| Employer contribution / active EE | $6,832 | $1,932+253.6% | $2,468+176.8% | $2,111+223.6% |
| Participant deferral / active EE | $9,621 | $3,135+206.9% | $3,686+161.0% | $3,350+187.2% |
| Admin fee / account holder | $8 | $623-98.7% | $6,521-99.9% | $521-98.4% |