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 | $10,100 |
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 | $35,095 | $78,419-55.2% | $133,956-73.8% | $73,409-52.2% |
| Participation rate | 86.2% | 78.6%+7.6pp | 79.8%+6.4pp | 72.2%+14.0pp |
| Annual return | 21.57% | 33.35%-11.8pp | 45.09%-23.5pp | 59.29%-37.7pp |
| Employer contribution / active EE | $1,018 | $2,044-50.2% | $3,919-74.0% | $2,234-54.4% |
| Participant deferral / active EE | $3,757 | $3,925-4.3% | $5,048-25.6% | $3,805-1.3% |
| Admin fee / account holder | $17 | $161-89.4% | $8,927-99.8% | $158-89.1% |