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 | $2,559 |
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 | $49,970 | $73,102-31.6% | $123,544-59.6% | $56,287-11.2% |
| Participation rate | 87.5% | 74.3%+13.2pp | 82.3%+5.2pp | 69.9%+17.6pp |
| Annual return | -7.21% | 3.01%-10.2pp | 119.20%-126.4pp | -9.96%+2.8pp |
| Employer contribution / active EE | $2,947 | $2,977-1.0% | $4,628-36.3% | $2,111+39.6% |
| Participant deferral / active EE | $6,249 | $5,423+15.2% | $6,426-2.8% | $3,350+86.5% |
| Admin fee / account holder | $8 | $554-98.5% | $9,284-99.9% | $521-98.4% |