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 8-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 | $1,434 |
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 | $11,142 | $81,208-86.3% | $98,907-88.7% | $79,858-86.0% |
| Participation rate | 97.9% | 72.5%+25.4pp | 76.0%+21.9pp | 69.6%+28.3pp |
| Annual return | 12.96% | 60.99%-48.0pp | 196.43%-183.5pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,667 | $1,960-15.0% | $2,689-38.0% | $2,471-32.5% |
| Participant deferral / active EE | $2,882 | $3,265-11.7% | $4,244-32.1% | $3,740-22.9% |
| Admin fee / account holder | $11 | $6,013-99.8% | $6,642-99.8% | $5,306-99.8% |