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 | $22,725 |
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 | $20,493 | $407,990-95.0% | $121,196-83.1% | $75,289-72.8% |
| Participation rate | 98.3% | 59.5%+38.8pp | 71.7%+26.6pp | 72.4%+25.9pp |
| Annual return | -6.52% | 2.93%-9.5pp | 16.93%-23.5pp | -0.04%-6.5pp |
| Employer contribution / active EE | $1,717 | $1,846-6.9% | $4,022-57.3% | $2,405-28.6% |
| Participant deferral / active EE | $2,928 | $2,201+33.1% | $3,344-12.4% | $3,739-21.7% |
| Admin fee / account holder | $16 | $455-96.6% | $5,019-99.7% | $102-84.8% |