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 | $9,311 |
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 | $66,679 | $54,320+22.8% | $67,652-1.4% | $52,331+27.4% |
| Participation rate | 75.2% | 73.6%+1.6pp | 75.7%-0.5pp | 68.1%+7.1pp |
| Annual return | -0.62% | 6.81%-7.4pp | 6625.04%-6625.7pp | 4.54%-5.2pp |
| Employer contribution / active EE | $1,360 | $1,544-11.9% | $2,266-40.0% | $1,882-27.7% |
| Participant deferral / active EE | $3,213 | $2,950+8.9% | $3,560-9.8% | $3,022+6.3% |
| Admin fee / account holder | $80 | $527-84.9% | $4,821-98.3% | $592-86.5% |