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 | $384 |
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 | $65,666 | $65,185+0.7% | $61,048+7.6% | $65,185+0.7% |
| Participation rate | 99.3% | 70.2%+29.1pp | 79.3%+20.0pp | 70.2%+29.1pp |
| Annual return | 17.27% | 29.38%-12.1pp | 26.18%-8.9pp | 29.38%-12.1pp |
| Employer contribution / active EE | $9,425 | $2,177+333.0% | $3,716+153.6% | $2,177+333.0% |
| Participant deferral / active EE | $6,462 | $3,514+83.9% | $4,470+44.5% | $3,514+83.9% |
| Admin fee / account holder | $2 | $847-99.8% | $3,728-99.9% | $847-99.8% |