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 | $10,371 |
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 | $23,379 | $65,223-64.2% | $80,019-70.8% | $55,725-58.0% |
| Participation rate | 93.1% | 80.6%+12.6pp | 75.8%+17.3pp | 70.9%+22.3pp |
| Annual return | -5.58% | 7.59%-13.2pp | 11.22%-16.8pp | 244.93%-250.5pp |
| Employer contribution / active EE | $1,546 | $2,544-39.2% | $2,468-37.3% | $2,078-25.6% |
| Participant deferral / active EE | $1,918 | $3,881-50.6% | $3,686-48.0% | $3,356-42.9% |
| Admin fee / account holder | $18 | $114-84.6% | $6,521-99.7% | $115-84.7% |