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 | $36,760 |
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 | $57,991 | $74,347-22.0% | $93,606-38.0% | $67,579-14.2% |
| Participation rate | 99.7% | 80.6%+19.0pp | 75.8%+23.8pp | 71.3%+28.4pp |
| Annual return | 18.82% | 28.07%-9.3pp | 32.76%-13.9pp | 378.56%-359.7pp |
| Employer contribution / active EE | $1,602 | $2,583-38.0% | $2,718-41.1% | $2,148-25.4% |
| Participant deferral / active EE | $3,962 | $4,060-2.4% | $4,069-2.6% | $3,539+11.9% |
| Admin fee / account holder | $177 | $123+44.2% | $7,888-97.8% | $142+24.3% |