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 | $1,983 |
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 | $45,734 | $85,766-46.7% | $136,294-66.4% | $70,131-34.8% |
| Participation rate | 81.6% | 74.2%+7.4pp | 81.9%-0.3pp | 69.5%+12.0pp |
| Annual return | 22.93% | 31.45%-8.5pp | 5155.94%-5133.0pp | 73.14%-50.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,556 | $5,051+49.6% | $6,247+20.9% | $3,332+126.8% |
| Admin fee / account holder | $18 | $5,420-99.7% | $9,243-99.8% | $4,645-99.6% |