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 | $8,463 |
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 | $62,134 | $74,024-16.1% | $77,999-20.3% | $57,658+7.8% |
| Participation rate | 93.8% | 79.7%+14.1pp | 75.5%+18.3pp | 70.2%+23.6pp |
| Annual return | 6.28% | 12.14%-5.9pp | 425.96%-419.7pp | 5.13%+1.1pp |
| Employer contribution / active EE | $2,348 | $2,365-0.7% | $2,470-5.0% | $1,974+18.9% |
| Participant deferral / active EE | $4,506 | $3,533+27.5% | $3,497+28.9% | $3,061+47.2% |
| Admin fee / account holder | $26 | $93-72.2% | $5,480-99.5% | $95-72.6% |