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 | $4,651 |
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 | $22,235 | $45,283-50.9% | $155,790-85.7% | $52,331-57.5% |
| Participation rate | 80.3% | 62.2%+18.1pp | 76.1%+4.2pp | 68.1%+12.2pp |
| Annual return | -0.94% | 1.80%-2.7pp | 71.54%-72.5pp | 4.54%-5.5pp |
| Employer contribution / active EE | $428 | $1,329-67.8% | $3,836-88.8% | $1,882-77.3% |
| Participant deferral / active EE | $1,451 | $2,854-49.2% | $4,797-69.8% | $3,022-52.0% |
| Admin fee / account holder | $20 | $981-98.0% | $7,478-99.7% | $592-96.6% |