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 | $944 |
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 | $118,574 | $63,114+87.9% | $92,893+27.6% | $65,185+81.9% |
| Participation rate | 72.7% | 68.8%+4.0pp | 76.0%-3.3pp | 70.2%+2.5pp |
| Annual return | 25.74% | 28.75%-3.0pp | 109.41%-83.7pp | 29.38%-3.6pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $8,396 | $3,108+170.1% | $4,236+98.2% | $3,514+139.0% |
| Admin fee / account holder | $6 | $624-99.0% | $5,794-99.9% | $847-99.3% |