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 | $10,990 |
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 | $44,211 | $102,389-56.8% | $100,516-56.0% | $90,288-51.0% |
| Participation rate | 81.4% | 84.0%-2.6pp | 79.4%+2.0pp | 73.4%+8.0pp |
| Annual return | 19.26% | 22.50%-3.2pp | 30.89%-11.6pp | 53.97%-34.7pp |
| Employer contribution / active EE | $1,188 | $3,056-61.1% | $3,418-65.3% | $2,524-53.0% |
| Participant deferral / active EE | $4,599 | $7,514-38.8% | $6,270-26.7% | $4,232+8.7% |
| Admin fee / account holder | $5 | $83-94.6% | $8,081-99.9% | $114-96.0% |