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 | $644 |
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 | $24,382 | $66,813-63.5% | $100,516-75.7% | $73,488-66.8% |
| Participation rate | 84.6% | 77.5%+7.1pp | 79.4%+5.2pp | 70.7%+13.9pp |
| Annual return | 18.61% | 25.70%-7.1pp | 30.89%-12.3pp | 28.51%-9.9pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,061 | $5,883-31.0% | $6,270-35.2% | $3,740+8.6% |
| Admin fee / account holder | $3 | $512-99.4% | $8,081-100.0% | $513-99.4% |