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 4-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 | $5,698 |
Participant 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 | $25,043 | $37,117-32.5% | $147,614-83.0% | $55,191-54.6% |
| Participation rate | 99.5% | 63.6%+35.9pp | 84.6%+14.8pp | 69.2%+30.3pp |
| Annual return | 1.60% | 3.44%-1.8pp | 61.98%-60.4pp | 10.78%-9.2pp |
| Employer contribution / active EE | $3,435 | $1,620+112.0% | $5,564-38.3% | $1,899+80.9% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $7 | $86-91.7% | $11,611-99.9% | $91-92.2% |