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 | $18,510 |
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 | $155,175 | $99,957+55.2% | $149,696+3.7% | $73,488+111.2% |
| Participation rate | 90.8% | 75.7%+15.1pp | 82.5%+8.4pp | 70.7%+20.1pp |
| Annual return | 0.08% | 53.87%-53.8pp | 276.60%-276.5pp | 28.51%-28.4pp |
| Employer contribution / active EE | $2,018 | $3,191-36.8% | $4,644-56.6% | $2,270-11.1% |
| Participant deferral / active EE | $5,735 | $6,073-5.6% | $6,842-16.2% | $3,740+53.4% |
| Admin fee / account holder | $132 | $551-76.1% | $9,309-98.6% | $513-74.3% |