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 | $26,507 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $14,063 |
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 | $23,921 | $99,957-76.1% | $149,696-84.0% | $73,488-67.4% |
| Participation rate | 85.6% | 75.7%+9.9pp | 82.5%+3.1pp | 70.7%+14.9pp |
| Annual return | 18.17% | 53.87%-35.7pp | 276.60%-258.4pp | 28.51%-10.3pp |
| Employer contribution / active EE | $2,302 | $3,191-27.9% | $4,644-50.4% | $2,270+1.4% |
| Participant deferral / active EE | $4,700 | $6,073-22.6% | $6,842-31.3% | $3,740+25.7% |
| Admin fee / account holder | $180 | $551-67.3% | $9,309-98.1% | $513-64.9% |