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 | $4,137 |
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 | $45,699 | $80,753-43.4% | $136,294-66.5% | $62,292-26.6% |
| Participation rate | 93.0% | 73.5%+19.5pp | 81.9%+11.1pp | 69.5%+23.5pp |
| Annual return | 23.14% | 35.83%-12.7pp | 5155.94%-5132.8pp | 28.90%-5.8pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,282 | $5,164+21.7% | $6,247+0.6% | $3,169+98.2% |
| Admin fee / account holder | $22 | $525-95.8% | $9,243-99.8% | $479-95.4% |