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 | $9,112 |
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 | $21,551 | $58,083-62.9% | $80,019-73.1% | $56,287-61.7% |
| Participation rate | 91.5% | 73.6%+17.9pp | 75.8%+15.7pp | 69.9%+21.7pp |
| Annual return | -6.07% | 34.61%-40.7pp | 11.22%-17.3pp | -9.96%+3.9pp |
| Employer contribution / active EE | $831 | $1,932-57.0% | $2,468-66.3% | $2,111-60.6% |
| Participant deferral / active EE | $2,360 | $3,135-24.7% | $3,686-36.0% | $3,350-29.5% |
| Admin fee / account holder | $56 | $623-91.0% | $6,521-99.1% | $521-89.2% |