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 9-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 35-0145825 | Loan Processing | $25,353 |
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 | $32,239 | $52,953-39.1% | $172,739-81.3% | $65,185-50.5% |
| Participation rate | 72.6% | 66.2%+6.4pp | 82.6%-10.1pp | 70.2%+2.4pp |
| Annual return | 20.30% | 30.12%-9.8pp | 802.84%-782.5pp | 29.38%-9.1pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,509 | $2,471+1.5% | $5,198-51.7% | $3,514-28.6% |
| Admin fee / account holder | $3 | $472-99.4% | $13,954-100.0% | $847-99.7% |