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 35-0145825 | Loan Processing | $31,064 |
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 | $47,246 | $56,629-16.6% | $77,999-39.4% | $55,167-14.4% |
| Participation rate | 74.4% | 73.3%+1.1pp | 75.5%-1.1pp | 69.0%+5.4pp |
| Annual return | 5.39% | 2866.98%-2861.6pp | 425.96%-420.6pp | 169.23%-163.8pp |
| Employer contribution / active EE | $395 | $1,723-77.1% | $2,470-84.0% | $1,963-79.9% |
| Participant deferral / active EE | $2,863 | $2,777+3.1% | $3,497-18.1% | $3,054-6.2% |
| Admin fee / account holder | $1 | $467-99.8% | $5,480-100.0% | $504-99.8% |