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 52-0909772 | Loan Processing | $7,139 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $698 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $8,504 | $46,173-81.6% | $170,442-95.0% | $69,631-87.8% |
| Participation rate | 26.2% | 63.9%-37.7pp | 83.6%-57.4pp | 70.7%-44.4pp |
| Annual return | 13.18% | 21.62%-8.4pp | 205.93%-192.8pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $292 | $1,610-81.9% | $5,433-94.6% | $2,032-85.6% |
| Participant deferral / active EE | $333 | $2,080-84.0% | $4,939-93.3% | $3,224-89.7% |
| Admin fee / account holder | $139 | $116+20.2% | $13,880-99.0% | $110+26.2% |