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 8-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 | $3,718 |
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 | $19,879 | $65,592-69.7% | $90,160-78.0% | $69,631-71.5% |
| Participation rate | 70.9% | 77.6%-6.7pp | 76.9%-5.9pp | 70.7%+0.2pp |
| Annual return | 0.00% | 57.10%-57.1pp | 34.88%-34.9pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,318-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $6,405 | $5,257+21.8% | $5,288+21.1% | $3,224+98.7% |
| Admin fee / account holder | $17 | $86-80.5% | $5,943-99.7% | $110-84.8% |