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 | $2,150 |
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 | $26,400 | $42,548-38.0% | $74,550-64.6% | $56,287-53.1% |
| Participation rate | 93.5% | 60.5%+33.0pp | 69.1%+24.3pp | 69.9%+23.6pp |
| Annual return | -3.57% | 12.40%-16.0pp | 32.53%-36.1pp | -9.96%+6.4pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,842 | $2,277+24.8% | $3,108-8.6% | $3,350-15.2% |
| Admin fee / account holder | $11 | $467-97.6% | $5,060-99.8% | $521-97.8% |