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 | $6,477 |
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 | $78,161 | $64,909+20.4% | $82,313-5.0% | $62,292+25.5% |
| Participation rate | 94.0% | 74.9%+19.1pp | 76.9%+17.1pp | 69.5%+24.5pp |
| Annual return | 20.74% | 21.18%-0.4pp | 25.88%-5.1pp | 28.90%-8.2pp |
| Employer contribution / active EE | $1,936 | $1,676+15.5% | $2,428-20.3% | $2,042-5.2% |
| Participant deferral / active EE | $4,642 | $3,103+49.6% | $3,706+25.2% | $3,169+46.5% |
| Admin fee / account holder | $41 | $440-90.6% | $5,608-99.3% | $479-91.4% |