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 | $2,225 |
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 | $75,203 | $60,165+25.0% | $74,183+1.4% | $55,167+36.3% |
| Participation rate | 96.4% | 74.2%+22.2pp | 76.6%+19.7pp | 69.0%+27.4pp |
| Annual return | 3.38% | 10.00%-6.6pp | 17.74%-14.4pp | 169.23%-165.8pp |
| Employer contribution / active EE | $4,817 | $1,600+201.1% | $2,370+103.3% | $1,963+145.5% |
| Participant deferral / active EE | $3,771 | $2,973+26.9% | $3,550+6.2% | $3,054+23.5% |
| Admin fee / account holder | $37 | $419-91.3% | $5,586-99.3% | $504-92.7% |