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 | $1,342 |
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 | $132,355 | $83,477+58.6% | $125,175+5.7% | $72,985+81.3% |
| Participation rate | 77.5% | 73.3%+4.2pp | 79.8%-2.3pp | 69.5%+8.0pp |
| Annual return | 23.50% | 25.78%-2.3pp | 43.79%-20.3pp | 81.00%-57.5pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,795 | $3,585+33.7% | $4,937-2.9% | $3,607+32.9% |
| Admin fee / account holder | $37 | $5,517-99.3% | $9,702-99.6% | $5,124-99.3% |