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 | $4,668 |
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 | $99,432 | $73,102+36.0% | $123,544-19.5% | $56,287+76.7% |
| Participation rate | 98.6% | 74.3%+24.2pp | 82.3%+16.3pp | 69.9%+28.7pp |
| Annual return | -6.41% | 3.01%-9.4pp | 119.20%-125.6pp | -9.96%+3.5pp |
| Employer contribution / active EE | $8,369 | $2,977+181.1% | $4,628+80.8% | $2,111+296.4% |
| Participant deferral / active EE | $11,928 | $5,423+120.0% | $6,426+85.6% | $3,350+256.1% |
| Admin fee / account holder | $238 | $554-57.0% | $9,284-97.4% | $521-54.3% |