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 | $1,975 |
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 | $57,499 | $62,543-8.1% | $83,333-31.0% | $55,725+3.2% |
| Participation rate | 84.8% | 78.4%+6.4pp | 77.8%+7.0pp | 70.9%+13.9pp |
| Annual return | -6.06% | 14.85%-20.9pp | 10.63%-16.7pp | 244.93%-251.0pp |
| Employer contribution / active EE | $0 | $2,427-100.0% | $3,379-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $8,331 | $5,682+46.6% | $5,565+49.7% | $3,356+148.3% |
| Admin fee / account holder | $4 | $103-96.0% | $7,510-99.9% | $115-96.4% |