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 | $6,856 |
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 | $32,679 | $75,183-56.5% | $123,892-73.6% | $55,167-40.8% |
| Participation rate | 74.8% | 72.8%+2.0pp | 81.4%-6.6pp | 69.0%+5.9pp |
| Annual return | 21.18% | 19.01%+2.2pp | 47.52%-26.3pp | 169.23%-148.0pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $7,912 | $5,084+55.6% | $5,984+32.2% | $3,054+159.1% |
| Admin fee / account holder | $39 | $663-94.1% | $8,357-99.5% | $504-92.2% |