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 | $3,681 |
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 | $67,808 | $59,186+14.6% | $76,768-11.7% | $56,287+20.5% |
| Participation rate | 78.1% | 75.2%+2.9pp | 77.0%+1.1pp | 69.9%+8.2pp |
| Annual return | -4.32% | 6.62%-10.9pp | 2.43%-6.7pp | -9.96%+5.6pp |
| Employer contribution / active EE | $1,624 | $1,759-7.7% | $2,485-34.7% | $2,111-23.1% |
| Participant deferral / active EE | $1,465 | $3,255-55.0% | $3,852-62.0% | $3,350-56.3% |
| Admin fee / account holder | $20 | $489-96.0% | $6,675-99.7% | $521-96.2% |