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 | $9,185 |
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 | $67,261 | $63,924+5.2% | $108,579-38.1% | $55,167+21.9% |
| Participation rate | 84.3% | 74.3%+9.9pp | 79.6%+4.7pp | 69.0%+15.3pp |
| Annual return | 4.43% | 15.31%-10.9pp | -51.70%+56.1pp | 169.23%-164.8pp |
| Employer contribution / active EE | $2,913 | $1,879+55.0% | $3,758-22.5% | $1,963+48.4% |
| Participant deferral / active EE | $2,982 | $3,067-2.8% | $4,311-30.8% | $3,054-2.4% |
| Admin fee / account holder | $69 | $618-88.8% | $7,645-99.1% | $504-86.3% |