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 9-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 | $17,207 |
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 | $12,733 | $62,928-79.8% | $172,739-92.6% | $67,579-81.2% |
| Participation rate | 94.6% | 64.5%+30.1pp | 82.6%+11.9pp | 71.3%+23.3pp |
| Annual return | 21.55% | 30.36%-8.8pp | 802.84%-781.3pp | 378.56%-357.0pp |
| Employer contribution / active EE | $877 | $1,636-46.4% | $5,143-83.0% | $2,148-59.2% |
| Participant deferral / active EE | $1,842 | $2,145-14.1% | $5,198-64.6% | $3,539-47.9% |
| Admin fee / account holder | $68 | $167-59.0% | $13,954-99.5% | $142-52.0% |