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 | $127,026 |
CROWE LLP1 year Service code 16 · EIN 35-0921680 | Consulting | $9,500 |
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 | $17,231 | $65,292-73.6% | $71,671-76.0% | $77,958-77.9% |
| Participation rate | 75.6% | 67.4%+8.2pp | 68.7%+6.9pp | 71.6%+4.0pp |
| Annual return | 18.94% | 21.25%-2.3pp | 20.65%-1.7pp | 20.87%-1.9pp |
| Employer contribution / active EE | $986 | $2,085-52.7% | $2,460-59.9% | $2,310-57.3% |
| Participant deferral / active EE | $1,766 | $3,008-41.3% | $3,438-48.6% | $3,537-50.1% |
| Admin fee / account holder | $61 | $84-27.3% | $5,558-98.9% | $97-36.9% |