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 | $288 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $110,514 | $52,903+108.9% | $73,307+50.8% | $59,632+85.3% |
| Participation rate | 82.8% | 68.2%+14.5pp | 74.9%+7.8pp | 68.7%+14.1pp |
| Annual return | 0.13% | 12.20%-12.1pp | 5.67%-5.5pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $2,909 | $1,909+52.4% | $3,237-10.1% | $2,203+32.1% |
| Participant deferral / active EE | $13,801 | $4,069+239.2% | $4,991+176.5% | $3,192+332.4% |
| Admin fee / account holder | $20 | $3,834-99.5% | $5,637-99.6% | $4,297-99.5% |