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 | $7,461 |
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 | $80,995 | $52,293+54.9% | $178,490-54.6% | $73,409+10.3% |
| Participation rate | 75.5% | 65.3%+10.2pp | 81.9%-6.4pp | 72.2%+3.3pp |
| Annual return | 18.46% | 34.75%-16.3pp | 151.07%-132.6pp | 59.29%-40.8pp |
| Employer contribution / active EE | $1,886 | $1,735+8.7% | $5,011-62.4% | $2,234-15.6% |
| Participant deferral / active EE | $4,687 | $2,332+101.0% | $5,202-9.9% | $3,805+23.2% |
| Admin fee / account holder | $10 | $127-92.2% | $13,984-99.9% | $158-93.7% |