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 | $5,734 |
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 | $59,160 | $80,753-26.7% | $136,294-56.6% | $62,292-5.0% |
| Participation rate | 96.2% | 73.5%+22.7pp | 81.9%+14.3pp | 69.5%+26.7pp |
| Annual return | 20.64% | 35.83%-15.2pp | 5155.94%-5135.3pp | 28.90%-8.3pp |
| Employer contribution / active EE | $182 | $2,884-93.7% | $4,695-96.1% | $2,042-91.1% |
| Participant deferral / active EE | $7,407 | $5,164+43.4% | $6,247+18.6% | $3,169+133.7% |
| Admin fee / account holder | $28 | $525-94.7% | $9,243-99.7% | $479-94.2% |