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 | -$1,539 |
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 | $121,301 | $58,655+106.8% | $91,989+31.9% | $65,185+86.1% |
| Participation rate | 96.8% | 75.3%+21.5pp | 78.6%+18.1pp | 70.2%+26.6pp |
| Annual return | 19.13% | 33.92%-14.8pp | 69.02%-49.9pp | 29.38%-10.3pp |
| Employer contribution / active EE | $1,780 | $2,080-14.5% | $3,452-48.4% | $2,177-18.2% |
| Participant deferral / active EE | $3,904 | $5,474-28.7% | $5,923-34.1% | $3,514+11.1% |
| Admin fee / account holder | $28 | $434-93.6% | $7,743-99.6% | $847-96.7% |