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 | $11,413 |
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 | $148,040 | $69,231+113.8% | $91,989+60.9% | $67,579+119.1% |
| Participation rate | 95.7% | 78.9%+16.8pp | 78.6%+17.1pp | 71.3%+24.4pp |
| Annual return | 5.62% | 32.03%-26.4pp | 69.02%-63.4pp | 378.56%-372.9pp |
| Employer contribution / active EE | $8,823 | $2,284+286.3% | $3,452+155.6% | $2,148+310.8% |
| Participant deferral / active EE | $6,815 | $5,854+16.4% | $5,923+15.1% | $3,539+92.5% |
| Admin fee / account holder | $15 | $107-86.1% | $7,743-99.8% | $142-89.5% |