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 | $2,438 |
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 | $96,284 | $60,165+60.0% | $74,183+29.8% | $55,167+74.5% |
| Participation rate | 93.0% | 74.2%+18.9pp | 76.6%+16.4pp | 69.0%+24.0pp |
| Annual return | -2.23% | 10.00%-12.2pp | 17.74%-20.0pp | 169.23%-171.5pp |
| Employer contribution / active EE | $661 | $1,600-58.7% | $2,370-72.1% | $1,963-66.3% |
| Participant deferral / active EE | $4,826 | $2,973+62.4% | $3,550+36.0% | $3,054+58.0% |
| Admin fee / account holder | $9 | $419-97.8% | $5,586-99.8% | $504-98.1% |