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 | $1,302 |
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 | $86,583 | $61,214+41.4% | $83,333+3.9% | $56,287+53.8% |
| Participation rate | 92.2% | 72.6%+19.7pp | 77.8%+14.5pp | 69.9%+22.4pp |
| Annual return | -4.17% | 0.42%-4.6pp | 10.63%-14.8pp | -9.96%+5.8pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,936 | $5,091+16.6% | $5,565+6.7% | $3,350+77.2% |
| Admin fee / account holder | $3 | $512-99.3% | $7,510-100.0% | $521-99.4% |