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 | $21,837 |
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 | $39,055 | $89,652-56.4% | $141,162-72.3% | $65,185-40.1% |
| Participation rate | 88.1% | 74.7%+13.4pp | 82.5%+5.6pp | 70.2%+17.9pp |
| Annual return | 27.84% | 32.79%-5.0pp | 71.39%-43.6pp | 29.38%-1.5pp |
| Employer contribution / active EE | $701 | $3,065-77.1% | $4,735-85.2% | $2,177-67.8% |
| Participant deferral / active EE | $6,167 | $5,691+8.4% | $6,709-8.1% | $3,514+75.5% |
| Admin fee / account holder | $83 | $569-85.4% | $10,261-99.2% | $847-90.2% |