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 | $10,753 |
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 | $45,804 | $155,795-70.6% | $136,294-66.4% | $69,631-34.2% |
| Participation rate | 89.9% | 75.2%+14.6pp | 81.9%+7.9pp | 70.7%+19.2pp |
| Annual return | 15.82% | 232464.33%-232448.5pp | 5155.94%-5140.1pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $1,312 | $2,991-56.1% | $4,695-72.1% | $2,032-35.4% |
| Participant deferral / active EE | $2,612 | $5,394-51.6% | $6,247-58.2% | $3,224-19.0% |
| Admin fee / account holder | $34 | $128-73.6% | $9,243-99.6% | $110-69.3% |