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 | $2,548 |
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 | $229,282 | $79,523+188.3% | $140,016+63.8% | $56,287+307.3% |
| Participation rate | 92.7% | 85.7%+7.0pp | 87.5%+5.2pp | 69.9%+22.9pp |
| Annual return | -7.55% | 2.39%-9.9pp | 651.12%-658.7pp | -9.96%+2.4pp |
| Employer contribution / active EE | $19,924 | $3,350+494.7% | $5,606+255.4% | $2,111+843.8% |
| Participant deferral / active EE | $11,329 | $5,129+120.9% | $6,927+63.5% | $3,350+238.2% |
| Admin fee / account holder | $3 | $614-99.5% | $10,705-100.0% | $521-99.4% |