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 | $18,050 |
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 | $11,457 | $72,770-84.3% | $67,652-83.1% | $55,191-79.2% |
| Participation rate | 88.4% | 78.8%+9.7pp | 75.7%+12.8pp | 69.2%+19.3pp |
| Annual return | -0.65% | -3.26%+2.6pp | 6625.04%-6625.7pp | 10.78%-11.4pp |
| Employer contribution / active EE | $344 | $1,769-80.6% | $2,266-84.8% | $1,899-81.9% |
| Participant deferral / active EE | $2,463 | $3,408-27.7% | $3,560-30.8% | $3,046-19.2% |
| Admin fee / account holder | $29 | $79-63.2% | $4,821-99.4% | $91-68.0% |