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 | $2,970 |
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 | $61,237 | $70,002-12.5% | $115,037-46.8% | $52,331+17.0% |
| Participation rate | 78.3% | 72.1%+6.2pp | 81.4%-3.0pp | 68.1%+10.2pp |
| Annual return | 1.44% | 4.04%-2.6pp | 26.14%-24.7pp | 4.54%-3.1pp |
| Employer contribution / active EE | $2,818 | $2,715+3.8% | $4,608-38.8% | $1,882+49.8% |
| Participant deferral / active EE | $8,531 | $4,920+73.4% | $6,026+41.6% | $3,022+182.3% |
| Admin fee / account holder | $19 | $566-96.6% | $8,175-99.8% | $592-96.7% |