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 | $18,092 |
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 | $10,898 | $44,229-75.4% | $155,790-93.0% | $55,191-80.3% |
| Participation rate | 78.5% | 60.8%+17.7pp | 76.1%+2.4pp | 69.2%+9.3pp |
| Annual return | 4.37% | 0.37%+4.0pp | 71.54%-67.2pp | 10.78%-6.4pp |
| Employer contribution / active EE | $776 | $1,317-41.1% | $3,836-79.8% | $1,899-59.2% |
| Participant deferral / active EE | $1,948 | $2,851-31.7% | $4,797-59.4% | $3,046-36.1% |
| Admin fee / account holder | $36 | $86-58.0% | $7,478-99.5% | $91-60.1% |