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 | $2,763 |
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 | $26,471 | $82,032-67.7% | $123,104-78.5% | $59,632-55.6% |
| Participation rate | 93.4% | 83.2%+10.2pp | 86.8%+6.6pp | 68.7%+24.7pp |
| Annual return | -0.08% | 5.12%-5.2pp | 13.22%-13.3pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,346 | $3,297-59.2% | $5,151-73.9% | $2,203-38.9% |
| Participant deferral / active EE | $2,289 | $4,667-51.0% | $6,230-63.3% | $3,192-28.3% |
| Admin fee / account holder | $25 | $5,881-99.6% | $9,015-99.7% | $4,297-99.4% |