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 35-0145825 | Loan Processing | $855 |
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 | $37,795 | $45,382-16.7% | $154,107-75.5% | $75,289-49.8% |
| Participation rate | 88.2% | 65.9%+22.3pp | 83.0%+5.1pp | 72.4%+15.7pp |
| Annual return | -4.95% | -0.47%-4.5pp | 735.12%-740.1pp | -0.04%-4.9pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,963 | $2,384+66.2% | $5,081-22.0% | $3,739+6.0% |
| Admin fee / account holder | $1 | $89-99.4% | $13,411-100.0% | $102-99.4% |