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 | $3,675 |
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 | $45,588 | $73,638-38.1% | $95,952-52.5% | $73,488-38.0% |
| Participation rate | 93.1% | 76.2%+17.0pp | 77.1%+16.0pp | 70.7%+22.4pp |
| Annual return | 22.68% | 16.78%+5.9pp | 91.61%-68.9pp | 28.51%-5.8pp |
| Employer contribution / active EE | $524 | $1,863-71.9% | $2,541-79.4% | $2,270-76.9% |
| Participant deferral / active EE | $3,540 | $3,617-2.1% | $4,167-15.0% | $3,740-5.3% |
| Admin fee / account holder | $9 | $482-98.2% | $6,795-99.9% | $513-98.3% |