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 | $4,161 |
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 | $59,270 | $66,310-10.6% | $93,606-36.7% | $65,185-9.1% |
| Participation rate | 99.6% | 74.0%+25.6pp | 75.8%+23.7pp | 70.2%+29.4pp |
| Annual return | 18.54% | 42.58%-24.0pp | 32.76%-14.2pp | 29.38%-10.8pp |
| Employer contribution / active EE | $957 | $2,012-52.4% | $2,718-64.8% | $2,177-56.0% |
| Participant deferral / active EE | $1,397 | $3,342-58.2% | $4,069-65.7% | $3,514-60.2% |
| Admin fee / account holder | $15 | $6,897-99.8% | $7,888-99.8% | $847-98.2% |