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 | $1,650 |
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 | $15,147 | $65,703-76.9% | $94,224-83.9% | $59,632-74.6% |
| Participation rate | 77.4% | 72.1%+5.3pp | 78.8%-1.4pp | 68.7%+8.7pp |
| Annual return | 0.77% | 5.22%-4.4pp | 10.68%-9.9pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,142 | $3,143-31.8% | $4,320-50.4% | $3,192-32.9% |
| Admin fee / account holder | $12 | $4,264-99.7% | $6,269-99.8% | $4,297-99.7% |