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 | $6,601 |
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 | $50,514 | $155,795-67.6% | $136,294-62.9% | $69,631-27.5% |
| Participation rate | 82.7% | 75.2%+7.5pp | 81.9%+0.8pp | 70.7%+12.0pp |
| Annual return | 22.26% | 232464.33%-232442.1pp | 5155.94%-5133.7pp | 27571.02%-27548.8pp |
| Employer contribution / active EE | $3,012 | $2,991+0.7% | $4,695-35.9% | $2,032+48.2% |
| Participant deferral / active EE | $5,171 | $5,394-4.1% | $6,247-17.2% | $3,224+60.4% |
| Admin fee / account holder | $19 | $128-85.1% | $9,243-99.8% | $110-82.7% |