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 | $85,752 |
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 | $11,976 | $37,245-67.8% | $94,993-87.4% | $77,958-84.6% |
| Participation rate | 94.7% | 56.5%+38.2pp | 73.9%+20.8pp | 71.6%+23.0pp |
| Annual return | 27.49% | 22.72%+4.8pp | 27.12%+0.4pp | 20.87%+6.6pp |
| Employer contribution / active EE | $1,474 | $894+64.9% | $2,603-43.4% | $2,310-36.2% |
| Participant deferral / active EE | $2,280 | $1,828+24.7% | $3,317-31.3% | $3,537-35.5% |
| Admin fee / account holder | $68 | $59+15.4% | $4,960-98.6% | $97-29.9% |