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 | $35,777 |
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 | $91,116 | $65,118+39.9% | $76,768+18.7% | $55,725+63.5% |
| Participation rate | 93.9% | 79.6%+14.3pp | 77.0%+16.9pp | 70.9%+23.0pp |
| Annual return | -4.58% | -1.27%-3.3pp | 2.43%-7.0pp | 244.93%-249.5pp |
| Employer contribution / active EE | $2,637 | $1,941+35.8% | $2,485+6.1% | $2,078+26.9% |
| Participant deferral / active EE | $5,797 | $3,688+57.2% | $3,852+50.5% | $3,356+72.8% |
| Admin fee / account holder | $55 | $116-52.1% | $6,675-99.2% | $115-51.9% |