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 | $2,731 |
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 | $84,544 | $63,114+34.0% | $92,893-9.0% | $65,185+29.7% |
| Participation rate | 97.9% | 68.8%+29.1pp | 76.0%+21.9pp | 70.2%+27.7pp |
| Annual return | 6.88% | 28.75%-21.9pp | 109.41%-102.5pp | 29.38%-22.5pp |
| Employer contribution / active EE | $2,319 | $2,571-9.8% | $3,653-36.5% | $2,177+6.5% |
| Participant deferral / active EE | $5,365 | $3,108+72.6% | $4,236+26.7% | $3,514+52.7% |
| Admin fee / account holder | $16 | $624-97.4% | $5,794-99.7% | $847-98.1% |