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 | $7,569 |
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 | $68,080 | $69,305-1.8% | $82,313-17.3% | $69,631-2.2% |
| Participation rate | 92.3% | 80.3%+12.0pp | 76.9%+15.4pp | 70.7%+21.6pp |
| Annual return | 17.53% | 21.47%-3.9pp | 25.88%-8.4pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $1,866 | $1,887-1.1% | $2,428-23.2% | $2,032-8.2% |
| Participant deferral / active EE | $3,401 | $3,568-4.7% | $3,706-8.2% | $3,224+5.5% |
| Admin fee / account holder | $21 | $97-78.8% | $5,608-99.6% | $110-81.3% |