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 | $2,746 |
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 | $35,716 | $47,648-25.0% | $130,648-72.7% | $67,579-47.1% |
| Participation rate | 94.0% | 60.4%+33.6pp | 71.7%+22.3pp | 71.3%+22.7pp |
| Annual return | 22.53% | 25.73%-3.2pp | 1708.96%-1686.4pp | 378.56%-356.0pp |
| Employer contribution / active EE | $3,954 | $1,408+180.9% | $4,092-3.4% | $2,148+84.1% |
| Participant deferral / active EE | $2,304 | $2,616-11.9% | $3,603-36.1% | $3,539-34.9% |
| Admin fee / account holder | $12 | $105-88.4% | $5,464-99.8% | $142-91.4% |