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 | -$2,009 |
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 | $57,012 | $66,302-14.0% | $110,238-48.3% | $56,287+1.3% |
| Participation rate | 96.2% | 74.9%+21.2pp | 79.8%+16.3pp | 69.9%+26.3pp |
| Annual return | -4.90% | -1.18%-3.7pp | 314.74%-319.6pp | -9.96%+5.1pp |
| Employer contribution / active EE | $1,593 | $2,047-22.2% | $3,826-58.4% | $2,111-24.5% |
| Participant deferral / active EE | $7,003 | $3,381+107.1% | $4,672+49.9% | $3,350+109.1% |
| Admin fee / account holder | -$12 | $698-101.7% | $8,547-100.1% | $521-102.2% |