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 | $3,635 |
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 | $21,071 | $54,590-61.4% | $81,930-74.3% | $73,488-71.3% |
| Participation rate | 80.6% | 68.3%+12.3pp | 72.0%+8.6pp | 70.7%+10.0pp |
| Annual return | 22.54% | 17.74%+4.8pp | 29.49%-6.9pp | 28.51%-6.0pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $4,310-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,312 | $2,759-52.5% | $7,107-81.5% | $3,740-64.9% |
| Admin fee / account holder | $19 | $592-96.8% | $5,158-99.6% | $513-96.3% |