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 9-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 | $16,368 |
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 | $24,485 | $81,908-70.1% | $90,749-73.0% | $64,808-62.2% |
| Participation rate | 90.6% | 80.5%+10.1pp | 75.7%+14.9pp | 71.5%+19.1pp |
| Annual return | -15.38% | -12.53%-2.8pp | -12.16%-3.2pp | 32.82%-48.2pp |
| Employer contribution / active EE | $1,314 | $3,065-57.1% | $2,921-55.0% | $2,506-47.6% |
| Participant deferral / active EE | $3,500 | $4,840-27.7% | $4,564-23.3% | $4,310-18.8% |
| Admin fee / account holder | $24 | $157-85.0% | $8,445-99.7% | $188-87.4% |