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 | $11,644 |
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 | $9,783 | $74,552-86.9% | $62,995-84.5% | $69,631-85.9% |
| Participation rate | 80.0% | 78.3%+1.8pp | 74.8%+5.2pp | 70.7%+9.4pp |
| Annual return | 23.45% | 15.77%+7.7pp | 87.57%-64.1pp | 27571.02%-27547.6pp |
| Employer contribution / active EE | $1,152 | $2,929-60.7% | $2,759-58.2% | $2,032-43.3% |
| Participant deferral / active EE | $2,348 | $2,974-21.0% | $3,329-29.5% | $3,224-27.2% |
| Admin fee / account holder | $74 | $59+24.7% | $3,600-97.9% | $110-32.9% |