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 | $13,889 |
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 | $39,974 | $89,274-55.2% | $149,718-73.3% | $77,958-48.7% |
| Participation rate | 91.8% | 87.6%+4.2pp | 87.1%+4.7pp | 71.6%+20.2pp |
| Annual return | 19.06% | 20.36%-1.3pp | 1501.63%-1482.6pp | 20.87%-1.8pp |
| Employer contribution / active EE | $1,133 | $3,727-69.6% | $5,445-79.2% | $2,310-51.0% |
| Participant deferral / active EE | $3,887 | $5,382-27.8% | $6,569-40.8% | $3,537+9.9% |
| Admin fee / account holder | $9 | $240-96.3% | $11,283-99.9% | $97-90.9% |