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 7-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 | $177,324 |
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 | $22,493 | $176,491-87.3% | $95,952-76.6% | $90,288-75.1% |
| Participation rate | 91.2% | 86.6%+4.6pp | 77.1%+14.1pp | 73.4%+17.9pp |
| Annual return | 43.36% | 20.14%+23.2pp | 91.61%-48.3pp | 53.97%-10.6pp |
| Employer contribution / active EE | $2,482 | $2,789-11.0% | $2,541-2.3% | $2,524-1.7% |
| Participant deferral / active EE | $3,586 | $5,340-32.8% | $4,167-13.9% | $4,232-15.3% |
| Admin fee / account holder | $102 | $154-33.8% | $6,795-98.5% | $114-10.6% |