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 | $55,053 |
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 | $27,750 | $85,135-67.4% | $98,907-71.9% | $73,409-62.2% |
| Participation rate | 95.4% | 81.1%+14.2pp | 76.0%+19.3pp | 72.2%+23.2pp |
| Annual return | 14.50% | 19.14%-4.6pp | 196.43%-181.9pp | 59.29%-44.8pp |
| Employer contribution / active EE | $1,399 | $2,721-48.6% | $2,689-48.0% | $2,234-37.4% |
| Participant deferral / active EE | $2,270 | $4,349-47.8% | $4,244-46.5% | $3,805-40.4% |
| Admin fee / account holder | $94 | $139-32.5% | $6,642-98.6% | $158-40.4% |