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 | $2,725 |
FIRST CLEARING LLC2+ years Service code 61 · EIN 23-2384840 | Finders' fees / placement fees | $0 |
JANNEY MONTGOMERY SCOTT LLC1+ years Service code 61 · EIN 23-1918844 | Finders' fees / placement fees | $0 |
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 | $21,248 | $60,165-64.7% | $74,183-71.4% | $55,167-61.5% |
| Participation rate | 83.7% | 74.2%+9.5pp | 76.6%+7.1pp | 69.0%+14.7pp |
| Annual return | 7.57% | 10.00%-2.4pp | 17.74%-10.2pp | 169.23%-161.7pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,756 | $2,973-40.9% | $3,550-50.5% | $3,054-42.5% |
| Admin fee / account holder | $12 | $419-97.1% | $5,586-99.8% | $504-97.6% |