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 4-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 | $544 |
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 | $135,841 | $69,977+94.1% | $108,579+25.1% | $62,891+116.0% |
| Participation rate | 93.5% | 72.9%+20.7pp | 79.6%+14.0pp | 69.3%+24.2pp |
| Annual return | -1.81% | 10.73%-12.5pp | -51.70%+49.9pp | 20.14%-22.0pp |
| Employer contribution / active EE | $6,159 | $2,135+188.5% | $3,758+63.9% | $2,281+170.0% |
| Participant deferral / active EE | $14,471 | $3,165+357.2% | $4,311+235.7% | $3,203+351.8% |
| Admin fee / account holder | $6 | $5,076-99.9% | $7,645-99.9% | $4,296-99.9% |