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 | $10,965 |
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 | $51,951 | $55,002-5.5% | $59,878-13.2% | $56,287-7.7% |
| Participation rate | 89.3% | 75.9%+13.4pp | 74.7%+14.6pp | 69.9%+19.5pp |
| Annual return | -6.22% | 1.13%-7.4pp | 3.46%-9.7pp | -9.96%+3.7pp |
| Employer contribution / active EE | $1,627 | $2,448-33.5% | $2,722-40.2% | $2,111-22.9% |
| Participant deferral / active EE | $5,174 | $3,121+65.8% | $3,402+52.1% | $3,350+54.5% |
| Admin fee / account holder | $42 | $236-82.3% | $3,590-98.8% | $521-92.0% |