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 | $1,500 |
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 | $66,797 | $78,422-14.8% | $95,952-30.4% | $79,858-16.4% |
| Participation rate | 85.1% | 73.5%+11.6pp | 77.1%+8.0pp | 69.6%+15.4pp |
| Annual return | -3.24% | 19.37%-22.6pp | 91.61%-94.9pp | 31.71%-35.0pp |
| Employer contribution / active EE | $1,415 | $1,945-27.2% | $2,541-44.3% | $2,471-42.7% |
| Participant deferral / active EE | $6,993 | $3,440+103.3% | $4,167+67.8% | $3,740+87.0% |
| Admin fee / account holder | $23 | $5,622-99.6% | $6,795-99.7% | $5,306-99.6% |