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 | $4,289 |
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 | $98,879 | $34,492+186.7% | $80,004+23.6% | $55,191+79.2% |
| Participation rate | 85.6% | 62.9%+22.7pp | 73.0%+12.6pp | 69.2%+16.4pp |
| Annual return | 0.56% | 3.50%-2.9pp | 7.63%-7.1pp | 10.78%-10.2pp |
| Employer contribution / active EE | $3,442 | $1,043+230.1% | $2,473+39.2% | $1,899+81.3% |
| Participant deferral / active EE | $6,450 | $2,104+206.6% | $3,204+101.3% | $3,046+111.7% |
| Admin fee / account holder | $4 | $69-94.7% | $5,033-99.9% | $91-95.9% |