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 | $988 |
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 | $87,571 | $72,492+20.8% | $87,100+0.5% | $72,985+20.0% |
| Participation rate | 83.5% | 72.8%+10.7pp | 76.9%+6.6pp | 69.5%+14.0pp |
| Annual return | 26.94% | 24.46%+2.5pp | 28.19%-1.3pp | 81.00%-54.1pp |
| Employer contribution / active EE | $417 | $1,894-78.0% | $2,521-83.5% | $2,440-82.9% |
| Participant deferral / active EE | $3,648 | $3,270+11.6% | $4,049-9.9% | $3,607+1.1% |
| Admin fee / account holder | $39 | $5,055-99.2% | $7,497-99.5% | $5,124-99.2% |