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 | $8,710 |
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 | $59,810 | $63,905-6.4% | $74,183-19.4% | $57,658+3.7% |
| Participation rate | 73.3% | 79.8%-6.5pp | 76.6%-3.3pp | 70.2%+3.0pp |
| Annual return | 7.90% | 60.60%-52.7pp | 17.74%-9.8pp | 5.13%+2.8pp |
| Employer contribution / active EE | $499 | $1,840-72.9% | $2,370-78.9% | $1,974-74.7% |
| Participant deferral / active EE | $2,531 | $3,448-26.6% | $3,550-28.7% | $3,061-17.3% |
| Admin fee / account holder | $34 | $91-62.6% | $5,586-99.4% | $95-64.0% |