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 | -$4,656 |
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 | $97,642 | $89,739+8.8% | $149,718-34.8% | $62,292+56.7% |
| Participation rate | 94.5% | 85.1%+9.4pp | 87.1%+7.4pp | 69.5%+25.0pp |
| Annual return | 13.52% | 21.01%-7.5pp | 1501.63%-1488.1pp | 28.90%-15.4pp |
| Employer contribution / active EE | $2,756 | $3,233-14.8% | $5,445-49.4% | $2,042+34.9% |
| Participant deferral / active EE | $5,945 | $4,797+23.9% | $6,569-9.5% | $3,169+87.6% |
| Admin fee / account holder | -$32 | $551-105.8% | $11,283-100.3% | $479-106.7% |