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 | $60,800 |
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 | $30,099 | $80,177-62.5% | $123,892-75.7% | $57,658-47.8% |
| Participation rate | 77.1% | 74.4%+2.6pp | 81.4%-4.3pp | 70.2%+6.9pp |
| Annual return | 7.66% | 17.90%-10.2pp | 47.52%-39.9pp | 5.13%+2.5pp |
| Employer contribution / active EE | $480 | $2,913-83.5% | $4,617-89.6% | $1,974-75.7% |
| Participant deferral / active EE | $3,660 | $5,130-28.7% | $5,984-38.8% | $3,061+19.6% |
| Admin fee / account holder | $106 | $1060% | $8,357-98.7% | $95+12.4% |