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 | $17,338 |
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 | $41,606 | $72,554-42.7% | $138,135-69.9% | $73,488-43.4% |
| Participation rate | 96.4% | 74.8%+21.6pp | 78.7%+17.7pp | 70.7%+25.8pp |
| Annual return | 11.21% | 17.50%-6.3pp | 20.51%-9.3pp | 28.51%-17.3pp |
| Employer contribution / active EE | $3,206 | $3,511-8.7% | $5,587-42.6% | $2,270+41.2% |
| Participant deferral / active EE | $6,861 | $4,908+39.8% | $6,431+6.7% | $3,740+83.5% |
| Admin fee / account holder | $58 | $464-87.4% | $11,856-99.5% | $513-88.6% |