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 | $5,767 |
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 | $29,054 | $35,485-18.1% | $74,550-61.0% | $55,725-47.9% |
| Participation rate | 92.0% | 62.5%+29.4pp | 69.1%+22.8pp | 70.9%+21.1pp |
| Annual return | -6.44% | 0.72%-7.2pp | 32.53%-39.0pp | 244.93%-251.4pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,359 | $2,181+54.0% | $3,108+8.1% | $3,356+0.1% |
| Admin fee / account holder | $19 | $114-83.2% | $5,060-99.6% | $115-83.4% |