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 | $10,963 |
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 | $21,308 | $99,957-78.7% | $149,696-85.8% | $73,488-71.0% |
| Participation rate | 94.0% | 75.7%+18.3pp | 82.5%+11.5pp | 70.7%+23.3pp |
| Annual return | 18.61% | 53.87%-35.3pp | 276.60%-258.0pp | 28.51%-9.9pp |
| Employer contribution / active EE | $191 | $3,191-94.0% | $4,644-95.9% | $2,270-91.6% |
| Participant deferral / active EE | $2,999 | $6,073-50.6% | $6,842-56.2% | $3,740-19.8% |
| Admin fee / account holder | $52 | $551-90.6% | $9,309-99.4% | $513-90.0% |