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 | $31,491 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $17,412 |
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.
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 | $17,824 | $69,231-74.3% | $91,989-80.6% | $67,579-73.6% |
| Participation rate | 89.0% | 78.9%+10.1pp | 78.6%+10.4pp | 71.3%+17.7pp |
| Annual return | 39.97% | 32.03%+7.9pp | 69.02%-29.0pp | 378.56%-338.6pp |
| Employer contribution / active EE | $0 | $2,284-100.0% | $3,452-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $6,480 | $5,854+10.7% | $5,923+9.4% | $3,539+83.1% |
| Admin fee / account holder | $94 | $107-12.9% | $7,743-98.8% | $142-34.3% |