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 | $550 |
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 | $57,927 | $60,165-3.7% | $74,183-21.9% | $55,167+5.0% |
| Participation rate | 84.6% | 74.2%+10.5pp | 76.6%+8.0pp | 69.0%+15.6pp |
| Annual return | 8.13% | 10.00%-1.9pp | 17.74%-9.6pp | 169.23%-161.1pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,287 | $2,973+111.5% | $3,550+77.1% | $3,054+105.9% |
| Admin fee / account holder | $3 | $419-99.3% | $5,586-99.9% | $504-99.4% |