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 | $3,225 |
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 | $81,052 | $43,504+86.3% | $68,793+17.8% | $56,287+44.0% |
| Participation rate | 99.2% | 67.8%+31.4pp | 72.2%+27.0pp | 69.9%+29.4pp |
| Annual return | -7.44% | -3.15%-4.3pp | -4.63%-2.8pp | -9.96%+2.5pp |
| Employer contribution / active EE | $2,791 | $1,525+83.0% | $2,625+6.3% | $2,111+32.2% |
| Participant deferral / active EE | $5,756 | $2,509+129.4% | $3,311+73.8% | $3,350+71.8% |
| Admin fee / account holder | $23 | $515-95.6% | $5,131-99.6% | $521-95.6% |