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 | $27,434 |
Participant 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 | $25,800 | $54,590-52.7% | $81,930-68.5% | $73,488-64.9% |
| Participation rate | 85.6% | 68.3%+17.3pp | 72.0%+13.6pp | 70.7%+14.9pp |
| Annual return | 18.05% | 17.74%+0.3pp | 29.49%-11.4pp | 28.51%-10.5pp |
| Employer contribution / active EE | $721 | $1,636-55.9% | $4,310-83.3% | $2,270-68.2% |
| Participant deferral / active EE | $1,057 | $2,759-61.7% | $7,107-85.1% | $3,740-71.7% |
| Admin fee / account holder | $180 | $592-69.6% | $5,158-96.5% | $513-64.9% |