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 | $9,130 |
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 | $87,983 | $81,474+8.0% | $133,956-34.3% | $73,488+19.7% |
| Participation rate | 98.2% | 76.4%+21.9pp | 79.8%+18.4pp | 70.7%+27.6pp |
| Annual return | 14.58% | 19.40%-4.8pp | 45.09%-30.5pp | 28.51%-13.9pp |
| Employer contribution / active EE | $1,102 | $2,209-50.1% | $3,919-71.9% | $2,270-51.5% |
| Participant deferral / active EE | $6,138 | $3,786+62.1% | $5,048+21.6% | $3,740+64.1% |
| Admin fee / account holder | $34 | $713-95.3% | $8,927-99.6% | $513-93.4% |