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 | $3,048 |
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 | $33,544 | $49,138-31.7% | $84,015-60.1% | $65,185-48.5% |
| Participation rate | 94.1% | 60.7%+33.3pp | 69.0%+25.1pp | 70.2%+23.9pp |
| Annual return | 26.58% | 23.00%+3.6pp | 71.31%-44.7pp | 29.38%-2.8pp |
| Employer contribution / active EE | $14 | $914-98.5% | $1,983-99.3% | $2,177-99.4% |
| Participant deferral / active EE | $3,709 | $2,397+54.7% | $3,239+14.5% | $3,514+5.6% |
| Admin fee / account holder | $15 | $543-97.2% | $6,101-99.7% | $847-98.2% |