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 | $12,944 |
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 | $0 | $54,320-100.0% | $67,652-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 73.6%-73.6pp | 75.7%-75.7pp | 68.1%-68.1pp |
| Annual return | -2.14% | 6.81%-8.9pp | 6625.04%-6627.2pp | 4.54%-6.7pp |
| Employer contribution / active EE | $2,073 | $1,544+34.3% | $2,266-8.5% | $1,882+10.2% |
| Participant deferral / active EE | $4,467 | $2,950+51.4% | $3,560+25.5% | $3,022+47.8% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |