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 | -$3,206 |
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 | $145,229 | $66,813+117.4% | $100,516+44.5% | $73,488+97.6% |
| Participation rate | 96.6% | 77.5%+19.1pp | 79.4%+17.2pp | 70.7%+25.9pp |
| Annual return | 18.01% | 25.70%-7.7pp | 30.89%-12.9pp | 28.51%-10.5pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,014 | $5,883-31.8% | $6,270-36.0% | $3,740+7.3% |
| Admin fee / account holder | $25 | $512-95.2% | $8,081-99.7% | $513-95.2% |