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 | $20,482 |
401K CONCIESE2+ years Service code 27 · EIN 45-5326672 | Advisory (Plan) | $11,819 |
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 | $22,224 | $74,024-70.0% | $77,999-71.5% | $57,658-61.5% |
| Participation rate | 89.5% | 79.7%+9.8pp | 75.5%+14.0pp | 70.2%+19.3pp |
| Annual return | 11.63% | 12.14%-0.5pp | 425.96%-414.3pp | 5.13%+6.5pp |
| Employer contribution / active EE | $593 | $2,365-74.9% | $2,470-76.0% | $1,974-69.9% |
| Participant deferral / active EE | $2,372 | $3,533-32.9% | $3,497-32.2% | $3,061-22.5% |
| Admin fee / account holder | $136 | $93+46.2% | $5,480-97.5% | $95+44.1% |