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 | $1,475 |
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 | $48,341 | $60,165-19.7% | $74,183-34.8% | $55,167-12.4% |
| Participation rate | 90.6% | 74.2%+16.4pp | 76.6%+13.9pp | 69.0%+21.6pp |
| Annual return | -3.48% | 10.00%-13.5pp | 17.74%-21.2pp | 169.23%-172.7pp |
| Employer contribution / active EE | $1,035 | $1,600-35.3% | $2,370-56.3% | $1,963-47.3% |
| Participant deferral / active EE | $3,381 | $2,973+13.7% | $3,550-4.8% | $3,054+10.7% |
| Admin fee / account holder | $10 | $419-97.7% | $5,586-99.8% | $504-98.1% |