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 | $17,263 |
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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,763 | $82,546-90.6% | $140,016-94.5% | $75,289-89.7% |
| Participation rate | 78.4% | 88.4%-10.0pp | 87.5%-9.1pp | 72.4%+6.0pp |
| Annual return | 2.15% | -0.36%+2.5pp | 651.12%-649.0pp | -0.04%+2.2pp |
| Employer contribution / active EE | $0 | $3,856-100.0% | $5,606-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,304 | $5,731-24.9% | $6,927-37.9% | $3,739+15.1% |
| Admin fee / account holder | $7 | $86-91.3% | $10,705-99.9% | $102-92.7% |