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 | $1,343 |
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 | $54,024 | $54,320-0.5% | $67,652-20.1% | $52,331+3.2% |
| Participation rate | 73.1% | 73.6%-0.5pp | 75.7%-2.5pp | 68.1%+5.0pp |
| Annual return | 0.27% | 6.81%-6.5pp | 6625.04%-6624.8pp | 4.54%-4.3pp |
| Employer contribution / active EE | $355 | $1,544-77.0% | $2,266-84.3% | $1,882-81.2% |
| Participant deferral / active EE | $2,762 | $2,950-6.4% | $3,560-22.4% | $3,022-8.6% |
| Admin fee / account holder | $10 | $527-98.1% | $4,821-99.8% | $592-98.3% |