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 | $12,358 |
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 | $152,890 | $88,874+72.0% | $123,544+23.8% | $75,289+103.1% |
| Participation rate | 72.2% | 75.9%-3.7pp | 82.3%-10.1pp | 72.4%-0.2pp |
| Annual return | -4.83% | 4.22%-9.0pp | 119.20%-124.0pp | -0.04%-4.8pp |
| Employer contribution / active EE | $371 | $3,256-88.6% | $4,628-92.0% | $2,405-84.6% |
| Participant deferral / active EE | $10,429 | $6,174+68.9% | $6,426+62.3% | $3,739+178.9% |
| Admin fee / account holder | $74 | $95-21.8% | $9,284-99.2% | $102-27.8% |