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 | $1,919 |
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 | $15,860 | $58,655-73.0% | $91,989-82.8% | $65,185-75.7% |
| Participation rate | 84.1% | 75.3%+8.8pp | 78.6%+5.5pp | 70.2%+13.9pp |
| Annual return | 24.10% | 33.92%-9.8pp | 69.02%-44.9pp | 29.38%-5.3pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,452-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,022 | $5,474-26.5% | $5,923-32.1% | $3,514+14.5% |
| Admin fee / account holder | $8 | $434-98.1% | $7,743-99.9% | $847-99.0% |