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 | $12,348 |
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 | $135,288 | $78,781+71.7% | $100,516+34.6% | $73,409+84.3% |
| Participation rate | 96.7% | 80.0%+16.7pp | 79.4%+17.3pp | 72.2%+24.5pp |
| Annual return | -5.94% | 31.69%-37.6pp | 30.89%-36.8pp | 59.29%-65.2pp |
| Employer contribution / active EE | $7,126 | $2,420+194.5% | $3,418+108.5% | $2,234+219.0% |
| Participant deferral / active EE | $7,119 | $6,537+8.9% | $6,270+13.5% | $3,805+87.1% |
| Admin fee / account holder | $16 | $145-89.3% | $8,081-99.8% | $158-90.1% |