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 | $6,402 |
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 | $32,663 | $73,102-55.3% | $123,544-73.6% | $56,287-42.0% |
| Participation rate | 90.3% | 74.3%+16.0pp | 82.3%+8.0pp | 69.9%+20.5pp |
| Annual return | -2.96% | 3.01%-6.0pp | 119.20%-122.2pp | -9.96%+7.0pp |
| Employer contribution / active EE | $887 | $2,977-70.2% | $4,628-80.8% | $2,111-58.0% |
| Participant deferral / active EE | $7,045 | $5,423+29.9% | $6,426+9.6% | $3,350+110.3% |
| Admin fee / account holder | $25 | $554-95.5% | $9,284-99.7% | $521-95.2% |