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 | $975 |
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 | $20,222 | $72,404-72.1% | $110,238-81.7% | $64,186-68.5% |
| Participation rate | 81.7% | 73.3%+8.4pp | 79.8%+1.9pp | 69.6%+12.2pp |
| Annual return | -4.48% | -6.29%+1.8pp | 314.74%-319.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $377 | $2,282-83.5% | $3,826-90.1% | $2,381-84.2% |
| Participant deferral / active EE | $2,465 | $3,469-28.9% | $4,672-47.2% | $3,470-28.9% |
| Admin fee / account holder | $7 | $5,664-99.9% | $8,547-99.9% | $4,888-99.8% |