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 | $2,031 |
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 | $52,749 | $55,182-4.4% | $73,307-28.0% | $55,191-4.4% |
| Participation rate | 96.6% | 73.9%+22.7pp | 74.9%+21.7pp | 69.2%+27.5pp |
| Annual return | -0.39% | 8.55%-8.9pp | 5.67%-6.1pp | 10.78%-11.2pp |
| Employer contribution / active EE | $1,439 | $1,935-25.6% | $3,237-55.6% | $1,899-24.2% |
| Participant deferral / active EE | $6,223 | $4,641+34.1% | $4,991+24.7% | $3,046+104.3% |
| Admin fee / account holder | $3 | $68-96.3% | $5,637-100.0% | $91-97.2% |