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 | $763 |
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 | $243,356 | $73,638+230.5% | $95,952+153.6% | $73,488+231.1% |
| Participation rate | 91.3% | 76.2%+15.1pp | 77.1%+14.2pp | 70.7%+20.6pp |
| Annual return | 25.40% | 16.78%+8.6pp | 91.61%-66.2pp | 28.51%-3.1pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,975 | $3,617+92.8% | $4,167+67.4% | $3,740+86.5% |
| Admin fee / account holder | $7 | $482-98.6% | $6,795-99.9% | $513-98.7% |