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 9-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 | $2,745 |
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 | $45,227 | $99,957-54.8% | $149,696-69.8% | $73,488-38.5% |
| Participation rate | 89.1% | 75.7%+13.4pp | 82.5%+6.7pp | 70.7%+18.5pp |
| Annual return | 25.38% | 53.87%-28.5pp | 276.60%-251.2pp | 28.51%-3.1pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $9,190 | $6,073+51.3% | $6,842+34.3% | $3,740+145.8% |
| Admin fee / account holder | $12 | $551-97.8% | $9,309-99.9% | $513-97.6% |