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 | $8,180 |
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 | $19,018 | $43,504-56.3% | $68,793-72.4% | $56,287-66.2% |
| Participation rate | 78.8% | 67.8%+11.0pp | 72.2%+6.6pp | 69.9%+9.0pp |
| Annual return | -1.72% | -3.15%+1.4pp | -4.63%+2.9pp | -9.96%+8.2pp |
| Employer contribution / active EE | $0 | $1,525-100.0% | $2,625-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,227 | $2,509-51.1% | $3,311-62.9% | $3,350-63.4% |
| Admin fee / account holder | $58 | $515-88.8% | $5,131-98.9% | $521-88.9% |