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 | $7,607 |
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 | $53,723 | $57,976-7.3% | $62,995-14.7% | $62,292-13.8% |
| Participation rate | 89.9% | 75.9%+13.9pp | 74.8%+15.1pp | 69.5%+20.3pp |
| Annual return | 17.76% | 17.54%+0.2pp | 87.57%-69.8pp | 28.90%-11.1pp |
| Employer contribution / active EE | $341 | $2,415-85.9% | $2,759-87.6% | $2,042-83.3% |
| Participant deferral / active EE | $5,219 | $2,956+76.6% | $3,329+56.8% | $3,169+64.7% |
| Admin fee / account holder | $63 | $276-77.2% | $3,600-98.3% | $479-86.9% |