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 | $6,767 |
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 | $122,337 | $68,413+78.8% | $123,104-0.6% | $55,191+121.7% |
| Participation rate | 97.9% | 84.5%+13.4pp | 86.8%+11.1pp | 69.2%+28.7pp |
| Annual return | -4.54% | 6.30%-10.8pp | 13.22%-17.8pp | 10.78%-15.3pp |
| Employer contribution / active EE | $5,859 | $3,050+92.1% | $5,151+13.7% | $1,899+208.6% |
| Participant deferral / active EE | $15,116 | $4,490+236.6% | $6,230+142.7% | $3,046+396.2% |
| Admin fee / account holder | $5 | $88-94.2% | $9,015-99.9% | $91-94.4% |