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 | $5,039 |
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 | $23,982 | $63,299-62.1% | $91,001-73.6% | $62,292-61.5% |
| Participation rate | 86.4% | 73.3%+13.1pp | 75.6%+10.8pp | 69.5%+16.9pp |
| Annual return | 14.28% | 20.99%-6.7pp | 4.60%+9.7pp | 28.90%-14.6pp |
| Employer contribution / active EE | $681 | $1,807-62.3% | $2,456-72.3% | $2,042-66.6% |
| Participant deferral / active EE | $1,833 | $2,943-37.7% | $3,547-48.3% | $3,169-42.2% |
| Admin fee / account holder | $39 | $468-91.7% | $5,417-99.3% | $479-91.9% |