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 | $292,762 |
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 | $20,491 | $30,072-31.9% | $64,105-68.0% | $67,505-69.6% |
| Participation rate | 88.2% | 59.4%+28.8pp | 68.2%+20.0pp | 71.2%+17.0pp |
| Annual return | -1.96% | 0.30%-2.3pp | 791.24%-793.2pp | 6.52%-8.5pp |
| Employer contribution / active EE | $393 | $725-45.7% | $1,820-78.4% | $2,173-81.9% |
| Participant deferral / active EE | $2,988 | $1,453+105.6% | $2,822+5.9% | $3,597-16.9% |
| Admin fee / account holder | $32 | $62-48.0% | $4,499-99.3% | $56-42.4% |