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 | $35,299 |
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 | $39,351 | $53,901-27.0% | $134,143-70.7% | $73,488-46.5% |
| Participation rate | 97.5% | 62.8%+34.7pp | 72.2%+25.3pp | 70.7%+26.8pp |
| Annual return | 6.58% | 15.82%-9.2pp | 36.33%-29.8pp | 28.51%-21.9pp |
| Employer contribution / active EE | $1,470 | $1,458+0.8% | $3,704-60.3% | $2,270-35.2% |
| Participant deferral / active EE | $3,250 | $2,739+18.7% | $3,499-7.1% | $3,740-13.1% |
| Admin fee / account holder | $122 | $581-79.0% | $6,684-98.2% | $513-76.3% |