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 | $9,969 |
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 | $34,627 | $80,354-56.9% | $133,980-74.2% | $63,975-45.9% |
| Participation rate | 90.7% | 87.5%+3.2pp | 87.1%+3.7pp | 71.1%+19.6pp |
| Annual return | 8.92% | 13.11%-4.2pp | 29.30%-20.4pp | 48.65%-39.7pp |
| Employer contribution / active EE | $758 | $3,503-78.4% | $5,211-85.5% | $2,182-65.2% |
| Participant deferral / active EE | $3,538 | $5,239-32.5% | $6,282-43.7% | $3,356+5.4% |
| Admin fee / account holder | $7 | $69-90.0% | $9,324-99.9% | $70-90.2% |