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 | $3,394 |
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 | $56,979 | $84,936-32.9% | $111,297-48.8% | $79,386-28.2% |
| Participation rate | 91.1% | 75.9%+15.2pp | 77.3%+13.7pp | 70.7%+20.4pp |
| Annual return | 25.11% | 17.45%+7.7pp | 54.65%-29.5pp | 116.85%-91.7pp |
| Employer contribution / active EE | $546 | $1,979-72.4% | $2,731-80.0% | $2,427-77.5% |
| Participant deferral / active EE | $3,709 | $3,888-4.6% | $4,487-17.3% | $4,046-8.3% |
| Admin fee / account holder | $8 | $537-98.5% | $7,964-99.9% | $626-98.8% |