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 | $2,000 |
Participant 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 | $20,756 | $73,638-71.8% | $95,952-78.4% | $73,488-71.8% |
| Participation rate | 94.3% | 76.2%+18.1pp | 77.1%+17.2pp | 70.7%+23.6pp |
| Annual return | 13.04% | 16.78%-3.7pp | 91.61%-78.6pp | 28.51%-15.5pp |
| Employer contribution / active EE | $683 | $1,863-63.3% | $2,541-73.1% | $2,270-69.9% |
| Participant deferral / active EE | $860 | $3,617-76.2% | $4,167-79.4% | $3,740-77.0% |
| Admin fee / account holder | $13 | $482-97.3% | $6,795-99.8% | $513-97.5% |