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 | $8,756 |
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 | $82,639 | $51,244+61.3% | $80,975+2.1% | $55,167+49.8% |
| Participation rate | 89.3% | 71.7%+17.6pp | 75.8%+13.5pp | 69.0%+20.3pp |
| Annual return | 4.35% | 17.39%-13.0pp | 17.10%-12.8pp | 169.23%-164.9pp |
| Employer contribution / active EE | $1,836 | $1,770+3.7% | $3,714-50.6% | $1,963-6.5% |
| Participant deferral / active EE | $3,007 | $4,418-31.9% | $5,696-47.2% | $3,054-1.5% |
| Admin fee / account holder | $90 | $398-77.4% | $5,516-98.4% | $504-82.2% |