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 | $1,606 |
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 | $102,194 | $74,024+38.1% | $77,999+31.0% | $57,658+77.2% |
| Participation rate | 85.2% | 79.7%+5.4pp | 75.5%+9.6pp | 70.2%+14.9pp |
| Annual return | 5.93% | 12.14%-6.2pp | 425.96%-420.0pp | 5.13%+0.8pp |
| Employer contribution / active EE | $1,146 | $2,365-51.5% | $2,470-53.6% | $1,974-41.9% |
| Participant deferral / active EE | $3,023 | $3,533-14.4% | $3,497-13.6% | $3,061-1.2% |
| Admin fee / account holder | $4 | $93-95.9% | $5,480-99.9% | $95-96.0% |