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 | $9,971 |
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 | $51,099 | $65,376-21.8% | $87,100-41.3% | $65,185-21.6% |
| Participation rate | 96.0% | 75.3%+20.6pp | 76.9%+19.1pp | 70.2%+25.8pp |
| Annual return | 17.55% | 31.27%-13.7pp | 28.19%-10.6pp | 29.38%-11.8pp |
| Employer contribution / active EE | $1,738 | $1,822-4.6% | $2,521-31.0% | $2,177-20.1% |
| Participant deferral / active EE | $2,585 | $3,388-23.7% | $4,049-36.2% | $3,514-26.4% |
| Admin fee / account holder | $69 | $520-86.7% | $7,497-99.1% | $847-91.8% |