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 | $219 |
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 | $45,325 | $47,977-5.5% | $154,107-70.6% | $56,287-19.5% |
| Participation rate | 85.5% | 66.2%+19.3pp | 83.0%+2.4pp | 69.9%+15.6pp |
| Annual return | -8.26% | 3.54%-11.8pp | 735.12%-743.4pp | -9.96%+1.7pp |
| Employer contribution / active EE | $2,302 | $2,169+6.1% | $5,298-56.6% | $2,111+9.0% |
| Participant deferral / active EE | $4,118 | $2,392+72.2% | $5,081-18.9% | $3,350+22.9% |
| Admin fee / account holder | $2 | $438-99.6% | $13,411-100.0% | $521-99.7% |