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 | $6,486 |
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 | $73,989 | $71,192+3.9% | $117,854-37.2% | $62,292+18.8% |
| Participation rate | 75.8% | 74.2%+1.6pp | 79.7%-3.8pp | 69.5%+6.3pp |
| Annual return | 18.97% | 18.66%+0.3pp | 335.08%-316.1pp | 28.90%-9.9pp |
| Employer contribution / active EE | $1,771 | $1,934-8.4% | $3,786-53.2% | $2,042-13.3% |
| Participant deferral / active EE | $7,526 | $3,189+136.0% | $4,482+67.9% | $3,169+137.5% |
| Admin fee / account holder | $50 | $587-91.5% | $8,020-99.4% | $479-89.6% |