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 5-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 | $525 |
Participant 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 | $38,004 | $70,908-46.4% | $98,907-61.6% | $73,488-48.3% |
| Participation rate | 99.5% | 73.8%+25.7pp | 76.0%+23.5pp | 70.7%+28.8pp |
| Annual return | 26.96% | 34.17%-7.2pp | 196.43%-169.5pp | 28.51%-1.6pp |
| Employer contribution / active EE | $4,024 | $2,036+97.6% | $2,689+49.6% | $2,270+77.2% |
| Participant deferral / active EE | $0 | $3,500-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2 | $535-99.7% | $6,642-100.0% | $513-99.7% |