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 | $1,400 |
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 | $12,153 | $62,543-80.6% | $83,333-85.4% | $55,725-78.2% |
| Participation rate | 80.3% | 78.4%+1.9pp | 77.8%+2.6pp | 70.9%+9.5pp |
| Annual return | -5.45% | 14.85%-20.3pp | 10.63%-16.1pp | 244.93%-250.4pp |
| Employer contribution / active EE | $0 | $2,427-100.0% | $3,379-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,917 | $5,682-48.7% | $5,565-47.6% | $3,356-13.1% |
| Admin fee / account holder | $6 | $103-94.2% | $7,510-99.9% | $115-94.8% |