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 | $1,813 |
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 | $22,126 | $91,552-75.8% | $133,956-83.5% | $79,858-72.3% |
| Participation rate | 75.3% | 73.3%+2.0pp | 79.8%-4.5pp | 69.6%+5.7pp |
| Annual return | 16.97% | 61.85%-44.9pp | 45.09%-28.1pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,782 | $2,384-25.2% | $3,919-54.5% | $2,471-27.9% |
| Participant deferral / active EE | $3,036 | $3,733-18.7% | $5,048-39.9% | $3,740-18.8% |
| Admin fee / account holder | $22 | $6,321-99.7% | $8,927-99.8% | $5,306-99.6% |