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 | $1,619 |
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 | $75,675 | $237,565-68.1% | $141,162-46.4% | - |
| Participation rate | 89.9% | 70.1%+19.8pp | 82.5%+7.4pp | - |
| Annual return | 26.92% | 19.47%+7.4pp | 71.39%-44.5pp | - |
| Employer contribution / active EE | $0 | $2,430-100.0% | $4,735-100.0% | - |
| Participant deferral / active EE | $11,852 | $5,165+129.5% | $6,709+76.7% | - |
| Admin fee / account holder | $20 | $15,211-99.9% | $10,261-99.8% | - |