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 | $850 |
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 | $49,590 | $60,165-17.6% | $74,183-33.2% | $55,167-10.1% |
| Participation rate | 89.6% | 74.2%+15.4pp | 76.6%+12.9pp | 69.0%+20.6pp |
| Annual return | 6.27% | 10.00%-3.7pp | 17.74%-11.5pp | 169.23%-163.0pp |
| Employer contribution / active EE | $376 | $1,600-76.5% | $2,370-84.2% | $1,963-80.9% |
| Participant deferral / active EE | $2,842 | $2,973-4.4% | $3,550-19.9% | $3,054-7.0% |
| Admin fee / account holder | $7 | $419-98.4% | $5,586-99.9% | $504-98.6% |