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 | $11,909 |
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 | $10,589 | $47,977-77.9% | $154,107-93.1% | $56,287-81.2% |
| Participation rate | 70.4% | 66.2%+4.2pp | 83.0%-12.7pp | 69.9%+0.5pp |
| Annual return | -1.41% | 3.54%-5.0pp | 735.12%-736.5pp | -9.96%+8.5pp |
| Employer contribution / active EE | $1,700 | $2,169-21.6% | $5,298-67.9% | $2,111-19.5% |
| Participant deferral / active EE | $2,346 | $2,392-1.9% | $5,081-53.8% | $3,350-30.0% |
| Admin fee / account holder | $117 | $438-73.4% | $13,411-99.1% | $521-77.6% |