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 | $881 |
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 | $148,678 | $69,362+114.4% | $101,248+46.8% | $73,488+102.3% |
| Participation rate | 70.5% | 68.4%+2.2pp | 75.8%-5.3pp | 70.7%-0.1pp |
| Annual return | 22.65% | 18.46%+4.2pp | 46.47%-23.8pp | 28.51%-5.9pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $8,479 | $3,300+157.0% | $4,370+94.0% | $3,740+126.7% |
| Admin fee / account holder | $10 | $704-98.6% | $5,945-99.8% | $513-98.1% |