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 | -$15,339 |
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 | $97,810 | $47,977+103.9% | $154,107-36.5% | $56,287+73.8% |
| Participation rate | 95.4% | 66.2%+29.2pp | 83.0%+12.3pp | 69.9%+25.5pp |
| Annual return | -5.73% | 3.54%-9.3pp | 735.12%-740.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $3,753 | $2,169+73.0% | $5,298-29.2% | $2,111+77.8% |
| Participant deferral / active EE | $5,509 | $2,392+130.3% | $5,081+8.4% | $3,350+64.5% |
| Admin fee / account holder | $41 | $438-90.6% | $13,411-99.7% | $521-92.1% |