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 | $2,818 |
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 | $154,988 | $81,474+90.2% | $133,956+15.7% | $73,488+110.9% |
| Participation rate | 88.2% | 76.4%+11.8pp | 79.8%+8.3pp | 70.7%+17.5pp |
| Annual return | 11.17% | 19.40%-8.2pp | 45.09%-33.9pp | 28.51%-17.3pp |
| Employer contribution / active EE | $3,852 | $2,209+74.3% | $3,919-1.7% | $2,270+69.7% |
| Participant deferral / active EE | $6,426 | $3,786+69.7% | $5,048+27.3% | $3,740+71.8% |
| Admin fee / account holder | $26 | $713-96.4% | $8,927-99.7% | $513-95.0% |