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 04-2647786 | Loan Processing | $11,532 |
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 | $82,747 | $81,537+1.5% | $149,718-44.7% | $69,631+18.8% |
| Participation rate | 80.6% | 86.1%-5.5pp | 87.1%-6.5pp | 70.7%+9.9pp |
| Annual return | 25.91% | 22.79%+3.1pp | 1501.63%-1475.7pp | 27571.02%-27545.1pp |
| Employer contribution / active EE | $2 | $3,239-99.9% | $5,445-100.0% | $2,032-99.9% |
| Participant deferral / active EE | $9,119 | $4,994+82.6% | $6,569+38.8% | $3,224+182.9% |
| Admin fee / account holder | $28 | $107-73.9% | $11,283-99.8% | $110-74.8% |