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 9-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 | $1,125 |
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 | $11,123 | $65,592-83.0% | $90,160-87.7% | $69,631-84.0% |
| Participation rate | 80.2% | 77.6%+2.6pp | 76.9%+3.4pp | 70.7%+9.5pp |
| Annual return | 52.67% | 57.10%-4.4pp | 34.88%+17.8pp | 27571.02%-27518.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,318-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,977 | $5,257-43.4% | $5,288-43.7% | $3,224-7.7% |
| Admin fee / account holder | $5 | $86-94.5% | $5,943-99.9% | $110-95.7% |