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 9-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 | $14,043 |
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 | $66,202 | $65,376+1.3% | $87,100-24.0% | $65,185+1.6% |
| Participation rate | 97.3% | 75.3%+21.9pp | 76.9%+20.4pp | 70.2%+27.1pp |
| Annual return | 15.43% | 31.27%-15.8pp | 28.19%-12.8pp | 29.38%-13.9pp |
| Employer contribution / active EE | $1,824 | $1,822+0.1% | $2,521-27.7% | $2,177-16.2% |
| Participant deferral / active EE | $2,025 | $3,388-40.2% | $4,049-50.0% | $3,514-42.4% |
| Admin fee / account holder | $115 | $520-77.9% | $7,497-98.5% | $847-86.4% |