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 | $1,025 |
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 | $25,544 | $66,302-61.5% | $110,238-76.8% | $56,287-54.6% |
| Participation rate | 94.8% | 74.9%+19.9pp | 79.8%+15.0pp | 69.9%+24.9pp |
| Annual return | -5.44% | -1.18%-4.3pp | 314.74%-320.2pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,554 | $2,047-24.1% | $3,826-59.4% | $2,111-26.4% |
| Participant deferral / active EE | $3,040 | $3,381-10.1% | $4,672-34.9% | $3,350-9.2% |
| Admin fee / account holder | $27 | $698-96.2% | $8,547-99.7% | $521-94.9% |