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 | $4,218 |
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 | $54,844 | $76,552-28.4% | $123,892-55.7% | $62,891-12.8% |
| Participation rate | 80.4% | 73.0%+7.4pp | 81.4%-1.0pp | 69.3%+11.1pp |
| Annual return | 9.39% | 18.68%-9.3pp | 47.52%-38.1pp | 20.14%-10.8pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,205 | $4,840+28.2% | $5,984+3.7% | $3,203+93.7% |
| Admin fee / account holder | $78 | $4,826-98.4% | $8,357-99.1% | $4,296-98.2% |