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 | $269 |
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 | $149,125 | $58,577+154.6% | $83,333+78.9% | $64,186+132.3% |
| Participation rate | 78.6% | 72.0%+6.5pp | 77.8%+0.8pp | 69.6%+9.0pp |
| Annual return | -5.45% | 9.65%-15.1pp | 10.63%-16.1pp | 7.63%-13.1pp |
| Employer contribution / active EE | $4,592 | $2,098+118.9% | $3,379+35.9% | $2,381+92.9% |
| Participant deferral / active EE | $16,489 | $4,654+254.3% | $5,565+196.3% | $3,470+375.3% |
| Admin fee / account holder | $23 | $9,275-99.8% | $7,510-99.7% | $4,888-99.5% |