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 | $2,038 |
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 | $104,700 | $64,909+61.3% | $82,313+27.2% | $62,292+68.1% |
| Participation rate | 95.6% | 74.9%+20.7pp | 76.9%+18.7pp | 69.5%+26.1pp |
| Annual return | 10.75% | 21.18%-10.4pp | 25.88%-15.1pp | 28.90%-18.1pp |
| Employer contribution / active EE | $694 | $1,676-58.6% | $2,428-71.4% | $2,042-66.0% |
| Participant deferral / active EE | $5,081 | $3,103+63.7% | $3,706+37.1% | $3,169+60.3% |
| Admin fee / account holder | $10 | $440-97.7% | $5,608-99.8% | $479-97.9% |