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 | $99,523 |
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 | $25,473 | $64,286-60.4% | $90,951-72.0% | $73,409-65.3% |
| Participation rate | 91.6% | 63.6%+28.0pp | 69.0%+22.6pp | 72.2%+19.4pp |
| Annual return | 16.03% | 21.45%-5.4pp | 134.60%-118.6pp | 59.29%-43.3pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,270 | $2,453+74.1% | $3,373+26.6% | $3,805+12.2% |
| Admin fee / account holder | $120 | $287-58.2% | $5,959-98.0% | $158-24.1% |