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 | $506,911 |
HEWITT ASSOCIATES LLC3+ years Filed as: HEWITT ASSOCIATES Service code 16 · EIN 36-2235791 | Consulting | $51,025 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,764 | $177,276-87.2% | $185,117-87.7% | $177,276-87.2% |
| Participation rate | 87.1% | 74.8%+12.3pp | 77.3%+9.9pp | 74.8%+12.3pp |
| Annual return | 18.74% | 21.25%-2.5pp | 40.50%-21.8pp | 21.25%-2.5pp |
| Employer contribution / active EE | $431 | $2,479-82.6% | $4,182-89.7% | $2,479-82.6% |
| Participant deferral / active EE | $2,538 | $3,881-34.6% | $5,045-49.7% | $3,881-34.6% |
| Admin fee / account holder | $70 | $154-54.5% | $8,159-99.1% | $154-54.5% |