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 | $11,208 |
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 | $125,902 | $80,753+55.9% | $136,294-7.6% | $62,292+102.1% |
| Participation rate | 92.4% | 73.5%+18.8pp | 81.9%+10.5pp | 69.5%+22.9pp |
| Annual return | 13.02% | 35.83%-22.8pp | 5155.94%-5142.9pp | 28.90%-15.9pp |
| Employer contribution / active EE | $1,855 | $2,884-35.7% | $4,695-60.5% | $2,042-9.2% |
| Participant deferral / active EE | $5,245 | $5,164+1.6% | $6,247-16.0% | $3,169+65.5% |
| Admin fee / account holder | $83 | $525-84.2% | $9,243-99.1% | $479-82.7% |