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 | $5,750 |
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 | $37,279 | $65,376-43.0% | $87,100-57.2% | $65,185-42.8% |
| Participation rate | 73.1% | 75.3%-2.2pp | 76.9%-3.7pp | 70.2%+2.9pp |
| Annual return | 9.25% | 31.27%-22.0pp | 28.19%-18.9pp | 29.38%-20.1pp |
| Employer contribution / active EE | $596 | $1,822-67.3% | $2,521-76.3% | $2,177-72.6% |
| Participant deferral / active EE | $1,878 | $3,388-44.6% | $4,049-53.6% | $3,514-46.6% |
| Admin fee / account holder | $23 | $520-95.6% | $7,497-99.7% | $847-97.3% |