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 | $6,538 |
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 | $50,798 | $62,267-18.4% | $110,238-53.9% | $55,725-8.8% |
| Participation rate | 91.9% | 78.1%+13.8pp | 79.8%+12.1pp | 70.9%+21.1pp |
| Annual return | -6.44% | -1.07%-5.4pp | 314.74%-321.2pp | 244.93%-251.4pp |
| Employer contribution / active EE | $2,421 | $1,941+24.7% | $3,826-36.7% | $2,078+16.5% |
| Participant deferral / active EE | $2,886 | $3,516-17.9% | $4,672-38.2% | $3,356-14.0% |
| Admin fee / account holder | $17 | $121-85.8% | $8,547-99.8% | $115-85.1% |