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 | $2,707 |
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 | $18,581 | $56,629-67.2% | $77,999-76.2% | $55,167-66.3% |
| Participation rate | 93.0% | 73.3%+19.7pp | 75.5%+17.4pp | 69.0%+24.0pp |
| Annual return | 6.62% | 2866.98%-2860.4pp | 425.96%-419.3pp | 169.23%-162.6pp |
| Employer contribution / active EE | $553 | $1,723-67.9% | $2,470-77.6% | $1,963-71.8% |
| Participant deferral / active EE | $1,484 | $2,777-46.6% | $3,497-57.6% | $3,054-51.4% |
| Admin fee / account holder | $23 | $467-95.0% | $5,480-99.6% | $504-95.3% |