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 | -$791 |
Participant 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 | $22,911 | $51,620-55.6% | $90,281-74.6% | $65,185-64.9% |
| Participation rate | 91.6% | 68.6%+23.0pp | 73.3%+18.3pp | 70.2%+21.4pp |
| Annual return | 35.95% | 24.94%+11.0pp | 78.10%-42.1pp | 29.38%+6.6pp |
| Employer contribution / active EE | $371 | $2,235-83.4% | $2,854-87.0% | $2,177-83.0% |
| Participant deferral / active EE | $720 | $2,871-74.9% | $3,885-81.5% | $3,514-79.5% |
| Admin fee / account holder | $4 | $384-99.0% | $5,351-99.9% | $847-99.5% |