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 | $1,750 |
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 | $8,633 | $65,376-86.8% | $87,100-90.1% | $65,185-86.8% |
| Participation rate | 99.1% | 75.3%+23.8pp | 76.9%+22.3pp | 70.2%+28.9pp |
| Annual return | 29.36% | 31.27%-1.9pp | 28.19%+1.2pp | 29.38%0pp |
| Employer contribution / active EE | $1,176 | $1,822-35.5% | $2,521-53.4% | $2,177-46.0% |
| Participant deferral / active EE | $773 | $3,388-77.2% | $4,049-80.9% | $3,514-78.0% |
| Admin fee / account holder | $6 | $520-98.9% | $7,497-99.9% | $847-99.3% |