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 | $9,654 |
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 | $129,111 | $70,083+84.2% | $59,878+115.6% | $55,725+131.7% |
| Participation rate | 95.5% | 78.4%+17.1pp | 74.7%+20.8pp | 70.9%+24.6pp |
| Annual return | 24.66% | 3.13%+21.5pp | 3.46%+21.2pp | 244.93%-220.3pp |
| Employer contribution / active EE | $6,525 | $2,878+126.7% | $2,722+139.7% | $2,078+214.0% |
| Participant deferral / active EE | $550 | $3,079-82.2% | $3,402-83.8% | $3,356-83.6% |
| Admin fee / account holder | $7 | $70-90.4% | $3,590-99.8% | $115-94.1% |