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 | $1,163 |
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 | $84,658 | $57,108+48.2% | $94,224-10.2% | $52,331+61.8% |
| Participation rate | 74.1% | 72.9%+1.2pp | 78.8%-4.7pp | 68.1%+6.0pp |
| Annual return | 4.17% | 1.47%+2.7pp | 10.68%-6.5pp | 4.54%-0.4pp |
| Employer contribution / active EE | $355 | $1,735-79.6% | $3,587-90.1% | $1,882-81.2% |
| Participant deferral / active EE | $5,930 | $3,040+95.1% | $4,320+37.3% | $3,022+96.2% |
| Admin fee / account holder | $11 | $546-98.0% | $6,269-99.8% | $592-98.2% |