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 | $175 |
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 | $75,400 | $75,3880% | $123,544-39.0% | $55,725+35.3% |
| Participation rate | 82.9% | 75.7%+7.3pp | 82.3%+0.7pp | 70.9%+12.1pp |
| Annual return | -6.62% | 4.48%-11.1pp | 119.20%-125.8pp | 244.93%-251.6pp |
| Employer contribution / active EE | $2,688 | $3,063-12.2% | $4,628-41.9% | $2,078+29.4% |
| Participant deferral / active EE | $6,351 | $5,651+12.4% | $6,426-1.2% | $3,356+89.3% |
| Admin fee / account holder | $1 | $120-99.4% | $9,284-100.0% | $115-99.4% |