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 | $8,454 |
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 | $124,030 | $75,388+64.5% | $123,544+0.4% | $55,725+122.6% |
| Participation rate | 98.3% | 75.7%+22.6pp | 82.3%+16.0pp | 70.9%+27.4pp |
| Annual return | -6.64% | 4.48%-11.1pp | 119.20%-125.8pp | 244.93%-251.6pp |
| Employer contribution / active EE | $7,035 | $3,063+129.6% | $4,628+52.0% | $2,078+238.5% |
| Participant deferral / active EE | $12,610 | $5,651+123.2% | $6,426+96.3% | $3,356+275.8% |
| Admin fee / account holder | $3 | $120-97.2% | $9,284-100.0% | $115-97.1% |