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 | $3,219 |
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 | $37,267 | $54,320-31.4% | $67,652-44.9% | $52,331-28.8% |
| Participation rate | 89.0% | 73.6%+15.4pp | 75.7%+13.3pp | 68.1%+20.9pp |
| Annual return | 0.76% | 6.81%-6.0pp | 6625.04%-6624.3pp | 4.54%-3.8pp |
| Employer contribution / active EE | $325 | $1,544-79.0% | $2,266-85.7% | $1,882-82.7% |
| Participant deferral / active EE | $3,766 | $2,950+27.7% | $3,560+5.8% | $3,022+24.6% |
| Admin fee / account holder | $14 | $527-97.4% | $4,821-99.7% | $592-97.7% |