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 | $1,006 |
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 | $64,316 | $65,223-1.4% | $80,019-19.6% | $55,725+15.4% |
| Participation rate | 97.8% | 80.6%+17.3pp | 75.8%+22.0pp | 70.9%+27.0pp |
| Annual return | -6.36% | 7.59%-13.9pp | 11.22%-17.6pp | 244.93%-251.3pp |
| Employer contribution / active EE | $2,583 | $2,544+1.5% | $2,468+4.7% | $2,078+24.3% |
| Participant deferral / active EE | $5,599 | $3,881+44.3% | $3,686+51.9% | $3,356+66.9% |
| Admin fee / account holder | $17 | $114-85.5% | $6,521-99.7% | $115-85.7% |