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 | $8,675 |
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 | $44,245 | $42,810+3.4% | $169,463-73.9% | $55,725-20.6% |
| Participation rate | 96.0% | 64.7%+31.3pp | 77.8%+18.2pp | 70.9%+25.1pp |
| Annual return | -7.28% | -3.61%-3.7pp | 1.83%-9.1pp | 244.93%-252.2pp |
| Employer contribution / active EE | $2,813 | $1,402+100.7% | $4,159-32.4% | $2,078+35.4% |
| Participant deferral / active EE | $5,337 | $3,141+69.9% | $5,277+1.1% | $3,356+59.0% |
| Admin fee / account holder | $27 | $106-74.9% | $9,109-99.7% | $115-76.8% |