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 | $5,220 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,977 | $60,165-76.8% | $74,183-81.2% | $55,167-74.7% |
| Participation rate | 97.6% | 74.2%+23.5pp | 76.6%+21.0pp | 69.0%+28.6pp |
| Annual return | 1.29% | 10.00%-8.7pp | 17.74%-16.4pp | 169.23%-167.9pp |
| Employer contribution / active EE | $948 | $1,600-40.7% | $2,370-60.0% | $1,963-51.7% |
| Participant deferral / active EE | $1,519 | $2,973-48.9% | $3,550-57.2% | $3,054-50.3% |
| Admin fee / account holder | $21 | $419-94.9% | $5,586-99.6% | $504-95.8% |