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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,104 |
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 | $189,227 | $70,002+170.3% | $115,037+64.5% | $52,331+261.6% |
| Participation rate | 80.0% | 72.1%+7.9pp | 81.4%-1.4pp | 68.1%+11.9pp |
| Annual return | 0.62% | 4.04%-3.4pp | 26.14%-25.5pp | 4.54%-3.9pp |
| Employer contribution / active EE | $8,902 | $2,715+227.9% | $4,608+93.2% | $1,882+373.1% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | -$31 | $566-105.4% | $8,175-100.4% | $592-105.2% |