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 | $12,801 |
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 | $41,394 | $73,102-43.4% | $123,544-66.5% | $56,287-26.5% |
| Participation rate | 99.4% | 74.3%+25.1pp | 82.3%+17.1pp | 69.9%+29.6pp |
| Annual return | -6.31% | 3.01%-9.3pp | 119.20%-125.5pp | -9.96%+3.7pp |
| Employer contribution / active EE | $1,152 | $2,977-61.3% | $4,628-75.1% | $2,111-45.4% |
| Participant deferral / active EE | $4,260 | $5,423-21.4% | $6,426-33.7% | $3,350+27.2% |
| Admin fee / account holder | $62 | $554-88.8% | $9,284-99.3% | $521-88.1% |