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 | $5,248 |
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 | $87,209 | $66,302+31.5% | $110,238-20.9% | $56,287+54.9% |
| Participation rate | 94.9% | 74.9%+20.0pp | 79.8%+15.1pp | 69.9%+25.0pp |
| Annual return | -2.77% | -1.18%-1.6pp | 314.74%-317.5pp | -9.96%+7.2pp |
| Employer contribution / active EE | $5,130 | $2,047+150.6% | $3,826+34.1% | $2,111+143.0% |
| Participant deferral / active EE | $10,410 | $3,381+207.9% | $4,672+122.8% | $3,350+210.8% |
| Admin fee / account holder | $34 | $698-95.2% | $8,547-99.6% | $521-93.5% |