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 | $7,944 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,577 | $107,378-78.0% | $108,579-78.3% | $57,658-59.1% |
| Participation rate | 80.6% | 77.1%+3.5pp | 79.6%+1.0pp | 70.2%+10.4pp |
| Annual return | -1.87% | 12.80%-14.7pp | -51.70%+49.8pp | 5.13%-7.0pp |
| Employer contribution / active EE | $715 | $1,782-59.9% | $3,758-81.0% | $1,974-63.8% |
| Participant deferral / active EE | $1,956 | $3,221-39.3% | $4,311-54.6% | $3,061-36.1% |
| Admin fee / account holder | $19 | $108-82.6% | $7,645-99.8% | $95-80.0% |