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 | $31,577 |
Service code 27 · EIN 47-2056983 | Advisory (Plan) | $7,460 |
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 | $16,886 | $46,423-63.6% | $75,886-77.7% | $67,579-75.0% |
| Participation rate | 70.6% | 63.1%+7.5pp | 69.3%+1.3pp | 71.3%-0.7pp |
| Annual return | 27.37% | 32.29%-4.9pp | 30.76%-3.4pp | 378.56%-351.2pp |
| Employer contribution / active EE | $26 | $1,406-98.2% | $2,500-99.0% | $2,148-98.8% |
| Participant deferral / active EE | $2,054 | $2,564-19.9% | $3,603-43.0% | $3,539-42.0% |
| Admin fee / account holder | $145 | $132+10.4% | $5,418-97.3% | $142+2.3% |