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 3-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 | $19,420 |
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.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,394 | $89,436-56.0% | $164,813-76.1% | $77,643-49.3% |
| Participation rate | 81.3% | 78.6%+2.7pp | 78.6%+2.7pp | 70.6%+10.7pp |
| Annual return | 23.75% | 28.83%-5.1pp | 69.93%-46.2pp | 31.24%-7.5pp |
| Employer contribution / active EE | $588 | $2,569-77.1% | $4,341-86.5% | $2,726-78.4% |
| Participant deferral / active EE | $3,560 | $4,897-27.3% | $6,031-41.0% | $4,647-23.4% |
| Admin fee / account holder | $24 | $339-92.9% | $12,690-99.8% | $430-94.4% |