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 | $15,050 |
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 | $30,030 | $69,159-56.6% | $125,175-76.0% | $67,579-55.6% |
| Participation rate | 90.3% | 78.2%+12.1pp | 79.8%+10.5pp | 71.3%+19.0pp |
| Annual return | 24.57% | 27.12%-2.5pp | 43.79%-19.2pp | 378.56%-354.0pp |
| Employer contribution / active EE | $1,253 | $2,023-38.1% | $3,865-67.6% | $2,148-41.6% |
| Participant deferral / active EE | $3,844 | $3,700+3.9% | $4,937-22.1% | $3,539+8.6% |
| Admin fee / account holder | $28 | $142-80.2% | $9,702-99.7% | $142-80.2% |