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 | $3,138 |
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 | $115,648 | $59,186+95.4% | $76,768+50.6% | $56,287+105.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | 1.11% | 6.62%-5.5pp | 2.43%-1.3pp | -9.96%+11.1pp |
| Employer contribution / active EE | $414 | $1,759-76.5% | $2,485-83.3% | $2,111-80.4% |
| Participant deferral / active EE | $6,299 | $3,255+93.5% | $3,852+63.5% | $3,350+88.0% |
| Admin fee / account holder | $18 | $489-96.3% | $6,675-99.7% | $521-96.5% |