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 8-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 | $62,713 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $59,195 |
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 | $48,403 | $48,471-0.1% | $182,532-73.5% | $67,579-28.4% |
| Participation rate | 93.5% | 67.2%+26.3pp | 78.0%+15.6pp | 71.3%+22.3pp |
| Annual return | 19.70% | 31.08%-11.4pp | 148.54%-128.8pp | 378.56%-358.9pp |
| Employer contribution / active EE | $1,668 | $1,461+14.1% | $4,076-59.1% | $2,148-22.4% |
| Participant deferral / active EE | $4,514 | $3,324+35.8% | $5,524-18.3% | $3,539+27.5% |
| Admin fee / account holder | $217 | $151+43.2% | $8,592-97.5% | $142+52.2% |