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 | $13,318 |
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 | $51,807 | $65,223-20.6% | $80,019-35.3% | $55,725-7.0% |
| Participation rate | 99.3% | 80.6%+18.7pp | 75.8%+23.4pp | 70.9%+28.4pp |
| Annual return | -2.15% | 7.59%-9.7pp | 11.22%-13.4pp | 244.93%-247.1pp |
| Employer contribution / active EE | $877 | $2,544-65.5% | $2,468-64.5% | $2,078-57.8% |
| Participant deferral / active EE | $1,402 | $3,881-63.9% | $3,686-62.0% | $3,356-58.2% |
| Admin fee / account holder | $38 | $114-66.3% | $6,521-99.4% | $115-66.6% |