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 | $4,630 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,017 | $282,493-85.8% | $182,532-78.1% | - |
| Participation rate | 94.9% | 61.6%+33.4pp | 78.0%+17.0pp | - |
| Annual return | 21.66% | 11.66%+10.0pp | 148.54%-126.9pp | - |
| Employer contribution / active EE | $1,722 | $3,086-44.2% | $4,076-57.8% | - |
| Participant deferral / active EE | $3,938 | $2,811+40.1% | $5,524-28.7% | - |
| Admin fee / account holder | $36 | $13,338-99.7% | $8,592-99.6% | - |