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 | $3,089 |
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 | $60,008 | $56,629+6.0% | $77,999-23.1% | $55,167+8.8% |
| Participation rate | 82.6% | 73.3%+9.3pp | 75.5%+7.1pp | 69.0%+13.6pp |
| Annual return | 7.22% | 2866.98%-2859.8pp | 425.96%-418.7pp | 169.23%-162.0pp |
| Employer contribution / active EE | $539 | $1,723-68.7% | $2,470-78.2% | $1,963-72.6% |
| Participant deferral / active EE | $2,539 | $2,777-8.6% | $3,497-27.4% | $3,054-16.9% |
| Admin fee / account holder | $2 | $467-99.6% | $5,480-100.0% | $504-99.6% |