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 | $1,556 |
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 | $83,090 | $51,244+62.1% | $80,975+2.6% | $55,167+50.6% |
| Participation rate | 76.8% | 71.7%+5.1pp | 75.8%+1.0pp | 69.0%+7.8pp |
| Annual return | 4.73% | 17.39%-12.7pp | 17.10%-12.4pp | 169.23%-164.5pp |
| Employer contribution / active EE | $1,569 | $1,770-11.4% | $3,714-57.8% | $1,963-20.1% |
| Participant deferral / active EE | $4,085 | $4,418-7.5% | $5,696-28.3% | $3,054+33.7% |
| Admin fee / account holder | $37 | $398-90.6% | $5,516-99.3% | $504-92.6% |