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 | $2,450 |
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 | $43,294 | $64,286-32.7% | $90,951-52.4% | $73,409-41.0% |
| Participation rate | 95.3% | 63.6%+31.7pp | 69.0%+26.3pp | 72.2%+23.2pp |
| Annual return | 21.00% | 21.45%-0.5pp | 134.60%-113.6pp | 59.29%-38.3pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,748 | $2,453+52.8% | $3,373+11.1% | $3,805-1.5% |
| Admin fee / account holder | $8 | $287-97.2% | $5,959-99.9% | $158-95.0% |