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 | $284,207 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,325 | $80,976-78.6% | $75,670-77.1% | $80,976-78.6% |
| Participation rate | 86.3% | 68.3%+18.1pp | 72.3%+14.0pp | 68.3%+18.1pp |
| Annual return | 15.22% | 22.91%-7.7pp | 27.34%-12.1pp | 22.91%-7.7pp |
| Employer contribution / active EE | $610 | $2,402-74.6% | $2,352-74.1% | $2,402-74.6% |
| Participant deferral / active EE | $1,400 | $3,848-63.6% | $3,142-55.5% | $3,848-63.6% |
| Admin fee / account holder | $20 | $67-70.6% | $5,800-99.7% | $67-70.6% |