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 | $27,677 |
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 | $35,043 | $58,879-40.5% | $178,490-80.4% | $73,488-52.3% |
| Participation rate | 75.6% | 66.2%+9.3pp | 81.9%-6.4pp | 70.7%+4.9pp |
| Annual return | 16.35% | 24.86%-8.5pp | 151.07%-134.7pp | 28.51%-12.2pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,538 | $2,567-1.1% | $5,202-51.2% | $3,740-32.1% |
| Admin fee / account holder | $4 | $400-98.9% | $13,984-100.0% | $513-99.1% |