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 | $50,357 |
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 | $27,102 | $74,347-63.5% | $93,606-71.0% | $67,579-59.9% |
| Participation rate | 94.9% | 80.6%+14.3pp | 75.8%+19.1pp | 71.3%+23.6pp |
| Annual return | 21.15% | 28.07%-6.9pp | 32.76%-11.6pp | 378.56%-357.4pp |
| Employer contribution / active EE | $1,657 | $2,583-35.8% | $2,718-39.0% | $2,148-22.8% |
| Participant deferral / active EE | $2,091 | $4,060-48.5% | $4,069-48.6% | $3,539-40.9% |
| Admin fee / account holder | $80 | $123-35.1% | $7,888-99.0% | $142-44.0% |