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 | $11,454 |
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 | $82,717 | $100,801-17.9% | $149,696-44.7% | $73,409+12.7% |
| Participation rate | 92.6% | 77.7%+14.9pp | 82.5%+10.1pp | 72.2%+20.4pp |
| Annual return | 12.82% | 265.34%-252.5pp | 276.60%-263.8pp | 59.29%-46.5pp |
| Employer contribution / active EE | $1,863 | $3,312-43.7% | $4,644-59.9% | $2,234-16.6% |
| Participant deferral / active EE | $9,339 | $6,404+45.8% | $6,842+36.5% | $3,805+145.4% |
| Admin fee / account holder | $19 | $181-89.3% | $9,309-99.8% | $158-87.7% |