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 | $6,756 |
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 | $42,004 | $80,177-47.6% | $123,892-66.1% | $57,658-27.2% |
| Participation rate | 79.3% | 74.4%+4.9pp | 81.4%-2.1pp | 70.2%+9.1pp |
| Annual return | 5.37% | 17.90%-12.5pp | 47.52%-42.2pp | 5.13%+0.2pp |
| Employer contribution / active EE | $2,725 | $2,913-6.4% | $4,617-41.0% | $1,974+38.1% |
| Participant deferral / active EE | $4,637 | $5,130-9.6% | $5,984-22.5% | $3,061+51.5% |
| Admin fee / account holder | $21 | $106-79.9% | $8,357-99.7% | $95-77.4% |