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 | $20,697 |
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 | $24,118 | $80,753-70.1% | $136,294-82.3% | $62,292-61.3% |
| Participation rate | 71.7% | 73.5%-1.8pp | 81.9%-10.2pp | 69.5%+2.2pp |
| Annual return | 22.45% | 35.83%-13.4pp | 5155.94%-5133.5pp | 28.90%-6.4pp |
| Employer contribution / active EE | $2,243 | $2,884-22.2% | $4,695-52.2% | $2,042+9.8% |
| Participant deferral / active EE | $5,662 | $5,164+9.6% | $6,247-9.4% | $3,169+78.7% |
| Admin fee / account holder | $105 | $525-80.1% | $9,243-98.9% | $479-78.2% |