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 | $13,253 |
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 | $54,173 | $78,422-30.9% | $95,952-43.5% | $79,858-32.2% |
| Participation rate | 74.4% | 73.5%+0.9pp | 77.1%-2.7pp | 69.6%+4.8pp |
| Annual return | 15.78% | 19.37%-3.6pp | 91.61%-75.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,358 | $1,945+21.2% | $2,541-7.2% | $2,471-4.6% |
| Participant deferral / active EE | $1,907 | $3,440-44.6% | $4,167-54.2% | $3,740-49.0% |
| Admin fee / account holder | $192 | $5,622-96.6% | $6,795-97.2% | $5,306-96.4% |