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 | $2,950 |
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 | $72,501 | $65,118+11.3% | $76,768-5.6% | $55,725+30.1% |
| Participation rate | 77.8% | 79.6%-1.8pp | 77.0%+0.9pp | 70.9%+7.0pp |
| Annual return | -4.61% | -1.27%-3.3pp | 2.43%-7.0pp | 244.93%-249.5pp |
| Employer contribution / active EE | $1,985 | $1,941+2.3% | $2,485-20.1% | $2,078-4.5% |
| Participant deferral / active EE | $4,173 | $3,688+13.1% | $3,852+8.3% | $3,356+24.4% |
| Admin fee / account holder | $28 | $116-75.7% | $6,675-99.6% | $115-75.6% |