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 | $166,145 |
CROWE LLP4 years Service code 16 · EIN 38-0921680 | Consulting | $11,585 |
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 | $18,750 | $74,462-74.8% | $81,983-77.1% | $90,288-79.2% |
| Participation rate | 74.8% | 69.7%+5.1pp | 69.2%+5.5pp | 73.4%+1.4pp |
| Annual return | 18.32% | 17.56%+0.8pp | 41.31%-23.0pp | 53.97%-35.6pp |
| Employer contribution / active EE | $856 | $2,334-63.3% | $2,498-65.7% | $2,524-66.1% |
| Participant deferral / active EE | $1,571 | $3,602-56.4% | $3,722-57.8% | $4,232-62.9% |
| Admin fee / account holder | $52 | $98-46.6% | $5,664-99.1% | $114-54.1% |