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 7-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 | $106,137 |
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 | $37,931 | $96,403-60.7% | $93,606-59.5% | $77,787-51.2% |
| Participation rate | 80.8% | 87.6%-6.9pp | 75.8%+4.9pp | 73.2%+7.5pp |
| Annual return | 5392.80% | 39.36%+5353.4pp | 32.76%+5360.0pp | 32.57%+5360.2pp |
| Employer contribution / active EE | $1,248 | $3,616-65.5% | $2,718-54.1% | $2,504-50.2% |
| Participant deferral / active EE | $4,645 | $5,341-13.0% | $4,069+14.2% | $3,967+17.1% |
| Admin fee / account holder | $108 | $90+20.4% | $7,888-98.6% | $100+7.7% |