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 | $25,313 |
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 | $27,462 | $80,177-65.7% | $123,892-77.8% | $57,658-52.4% |
| Participation rate | 83.1% | 74.4%+8.7pp | 81.4%+1.7pp | 70.2%+12.9pp |
| Annual return | 20.30% | 17.90%+2.4pp | 47.52%-27.2pp | 5.13%+15.2pp |
| Employer contribution / active EE | $11 | $2,913-99.6% | $4,617-99.8% | $1,974-99.4% |
| Participant deferral / active EE | $7,534 | $5,130+46.9% | $5,984+25.9% | $3,061+146.2% |
| Admin fee / account holder | $47 | $106-55.9% | $8,357-99.4% | $95-50.5% |