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 | $10,425 |
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 | $74,692 | $63,905+16.9% | $74,183+0.7% | $57,658+29.5% |
| Participation rate | 95.4% | 79.8%+15.6pp | 76.6%+18.7pp | 70.2%+25.1pp |
| Annual return | -1.19% | 60.60%-61.8pp | 17.74%-18.9pp | 5.13%-6.3pp |
| Employer contribution / active EE | $1,090 | $1,840-40.8% | $2,370-54.0% | $1,974-44.8% |
| Participant deferral / active EE | $2,528 | $3,448-26.7% | $3,550-28.8% | $3,061-17.4% |
| Admin fee / account holder | $19 | $91-78.7% | $5,586-99.7% | $95-79.5% |