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 9-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 | $2,137 |
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 | $66,405 | $43,423+52.9% | $78,689-15.6% | $55,167+20.4% |
| Participation rate | 83.5% | 68.0%+15.4pp | 73.6%+9.9pp | 69.0%+14.5pp |
| Annual return | -1.61% | 11.53%-13.1pp | 62.18%-63.8pp | 169.23%-170.8pp |
| Employer contribution / active EE | $1,143 | $1,997-42.8% | $2,851-59.9% | $1,963-41.8% |
| Participant deferral / active EE | $3,035 | $2,509+21.0% | $3,517-13.7% | $3,054-0.6% |
| Admin fee / account holder | $18 | $416-95.6% | $4,510-99.6% | $504-96.4% |