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 | $72,962 |
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 | $18,701 | $127,481-85.3% | $149,696-87.5% | $90,288-79.3% |
| Participation rate | 90.0% | 78.2%+11.8pp | 82.5%+7.5pp | 73.4%+16.6pp |
| Annual return | 24.12% | 57.78%-33.7pp | 276.60%-252.5pp | 53.97%-29.8pp |
| Employer contribution / active EE | $290 | $3,448-91.6% | $4,644-93.8% | $2,524-88.5% |
| Participant deferral / active EE | $2,499 | $6,975-64.2% | $6,842-63.5% | $4,232-40.9% |
| Admin fee / account holder | $54 | $152-64.5% | $9,309-99.4% | $114-52.8% |