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 | $12,272 |
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 | $34,953 | $37,196-6.0% | $154,107-77.3% | $55,725-37.3% |
| Participation rate | 82.7% | 64.1%+18.6pp | 83.0%-0.4pp | 70.9%+11.8pp |
| Annual return | -6.30% | 1319.68%-1326.0pp | 735.12%-741.4pp | 244.93%-251.2pp |
| Employer contribution / active EE | $1,512 | $1,614-6.4% | $5,298-71.5% | $2,078-27.3% |
| Participant deferral / active EE | $2,847 | $2,068+37.7% | $5,081-44.0% | $3,356-15.2% |
| Admin fee / account holder | $53 | $102-47.4% | $13,411-99.6% | $115-53.6% |