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 | $2,497 |
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 | $32,739 | $33,067-1.0% | $76,523-57.2% | $56,287-41.8% |
| Participation rate | 71.3% | 55.4%+15.9pp | 68.0%+3.3pp | 69.9%+1.5pp |
| Annual return | -5.83% | 2.72%-8.5pp | -0.27%-5.6pp | -9.96%+4.1pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,806 | $2,240+25.3% | $3,835-26.8% | $3,350-16.2% |
| Admin fee / account holder | $21 | $537-96.2% | $4,848-99.6% | $521-96.0% |