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 | $153 |
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 | $19,589 | $47,977-59.2% | $154,107-87.3% | $56,287-65.2% |
| Participation rate | 99.3% | 66.2%+33.1pp | 83.0%+16.2pp | 69.9%+29.4pp |
| Annual return | -7.73% | 3.54%-11.3pp | 735.12%-742.8pp | -9.96%+2.2pp |
| Employer contribution / active EE | $1,387 | $2,169-36.0% | $5,298-73.8% | $2,111-34.3% |
| Participant deferral / active EE | $2,218 | $2,392-7.3% | $5,081-56.3% | $3,350-33.8% |
| Admin fee / account holder | $1 | $438-99.9% | $13,411-100.0% | $521-99.9% |