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 | $14,213 |
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 | $32,630 | $73,404-55.5% | $87,100-62.5% | $67,579-51.7% |
| Participation rate | 73.2% | 80.9%-7.6pp | 76.9%-3.6pp | 71.3%+2.0pp |
| Annual return | 22.34% | 48.29%-26.0pp | 28.19%-5.9pp | 378.56%-356.2pp |
| Employer contribution / active EE | $686 | $2,014-65.9% | $2,521-72.8% | $2,148-68.1% |
| Participant deferral / active EE | $1,861 | $3,913-52.4% | $4,049-54.0% | $3,539-47.4% |
| Admin fee / account holder | $44 | $142-68.8% | $7,497-99.4% | $142-69.0% |