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 | $8,535 |
Annual investment return 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 | $146,652 | $75,183+95.1% | $123,892+18.4% | $55,167+165.8% |
| Participation rate | 93.4% | 72.8%+20.5pp | 81.4%+12.0pp | 69.0%+24.4pp |
| Annual return | 5.78% | 19.01%-13.2pp | 47.52%-41.7pp | 169.23%-163.5pp |
| Employer contribution / active EE | $6,181 | $2,823+118.9% | $4,617+33.9% | $1,963+214.9% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $23 | $663-96.5% | $8,357-99.7% | $504-95.4% |