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 | $7,125 |
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 | $59,651 | $56,443+5.7% | $83,848-28.9% | $55,725+7.0% |
| Participation rate | 99.6% | 72.0%+27.6pp | 76.1%+23.5pp | 70.9%+28.8pp |
| Annual return | -2.99% | 393.67%-396.7pp | 850.88%-853.9pp | 244.93%-247.9pp |
| Employer contribution / active EE | $3,071 | $2,682+14.5% | $3,631-15.4% | $2,078+47.8% |
| Participant deferral / active EE | $5,845 | $2,965+97.2% | $4,082+43.2% | $3,356+74.2% |
| Admin fee / account holder | $20 | $156-87.2% | $5,478-99.6% | $115-82.7% |