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 | $475 |
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 | $58,103 | $52,903+9.8% | $73,307-20.7% | $59,632-2.6% |
| Participation rate | 80.2% | 68.2%+12.0pp | 74.9%+5.3pp | 68.7%+11.5pp |
| Annual return | 0.01% | 12.20%-12.2pp | 5.67%-5.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,158 | $4,069+26.7% | $4,991+3.3% | $3,192+61.6% |
| Admin fee / account holder | $5 | $3,834-99.9% | $5,637-99.9% | $4,297-99.9% |