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 | $3,919 |
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 | $81,041 | $55,449+46.2% | $83,848-3.3% | $56,287+44.0% |
| Participation rate | 91.3% | 68.0%+23.3pp | 76.1%+15.1pp | 69.9%+21.4pp |
| Annual return | 11.94% | -1.38%+13.3pp | 850.88%-838.9pp | -9.96%+21.9pp |
| Employer contribution / active EE | $2,519 | $2,430+3.7% | $3,631-30.6% | $2,111+19.3% |
| Participant deferral / active EE | $5,919 | $2,935+101.6% | $4,082+45.0% | $3,350+76.7% |
| Admin fee / account holder | $17 | $656-97.4% | $5,478-99.7% | $521-96.7% |