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 | $3,416 |
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 | $34,060 | $43,550-21.8% | $63,517-46.4% | $52,331-34.9% |
| Participation rate | 89.7% | 65.7%+24.0pp | 71.0%+18.7pp | 68.1%+21.6pp |
| Annual return | -0.21% | 2.03%-2.2pp | -70.30%+70.1pp | 4.54%-4.8pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,322-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,496 | $2,254-33.6% | $2,953-49.4% | $3,022-50.5% |
| Admin fee / account holder | $11 | $387-97.2% | $5,892-99.8% | $592-98.2% |