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 | $4,213 |
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 | $57,323 | $56,629+1.2% | $77,999-26.5% | $55,167+3.9% |
| Participation rate | 75.9% | 73.3%+2.6pp | 75.5%+0.3pp | 69.0%+6.9pp |
| Annual return | 4.19% | 2866.98%-2862.8pp | 425.96%-421.8pp | 169.23%-165.0pp |
| Employer contribution / active EE | $987 | $1,723-42.7% | $2,470-60.1% | $1,963-49.7% |
| Participant deferral / active EE | $2,204 | $2,777-20.7% | $3,497-37.0% | $3,054-27.8% |
| Admin fee / account holder | $28 | $467-93.9% | $5,480-99.5% | $504-94.4% |