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 35-0145825 | Loan Processing | $1,355 |
Participant 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 | $59,951 | $49,227+21.8% | $70,449-14.9% | $79,858-24.9% |
| Participation rate | 86.7% | 69.2%+17.6pp | 75.1%+11.7pp | 69.6%+17.1pp |
| Annual return | 11.46% | 30.06%-18.6pp | 109.03%-97.6pp | 31.71%-20.3pp |
| Employer contribution / active EE | $3,132 | $2,099+49.2% | $2,737+14.5% | $2,471+26.8% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |