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 | $9,415 |
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 | $94,191 | $73,638+27.9% | $95,952-1.8% | $73,488+28.2% |
| Participation rate | 96.0% | 76.2%+19.9pp | 77.1%+19.0pp | 70.7%+25.4pp |
| Annual return | 10.41% | 16.78%-6.4pp | 91.61%-81.2pp | 28.51%-18.1pp |
| Employer contribution / active EE | $2,468 | $1,863+32.4% | $2,541-2.9% | $2,270+8.7% |
| Participant deferral / active EE | $6,013 | $3,617+66.2% | $4,167+44.3% | $3,740+60.8% |
| Admin fee / account holder | $40 | $482-91.7% | $6,795-99.4% | $513-92.2% |