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 | $6,321 |
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 | $37,383 | $73,102-48.9% | $123,544-69.7% | $56,287-33.6% |
| Participation rate | 93.5% | 74.3%+19.2pp | 82.3%+11.2pp | 69.9%+23.6pp |
| Annual return | -7.79% | 3.01%-10.8pp | 119.20%-127.0pp | -9.96%+2.2pp |
| Employer contribution / active EE | $1,526 | $2,977-48.7% | $4,628-67.0% | $2,111-27.7% |
| Participant deferral / active EE | $6,594 | $5,423+21.6% | $6,426+2.6% | $3,350+96.8% |
| Admin fee / account holder | $51 | $554-90.9% | $9,284-99.5% | $521-90.3% |