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 | $27,093 |
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 | $58,418 | $66,124-11.7% | $90,404-35.4% | $73,488-20.5% |
| Participation rate | 92.3% | 69.7%+22.6pp | 72.7%+19.6pp | 70.7%+21.6pp |
| Annual return | 13.42% | 17.65%-4.2pp | 1293.02%-1279.6pp | 28.51%-15.1pp |
| Employer contribution / active EE | $719 | $2,346-69.4% | $3,262-78.0% | $2,270-68.3% |
| Participant deferral / active EE | $4,982 | $3,039+63.9% | $3,963+25.7% | $3,740+33.2% |
| Admin fee / account holder | $170 | $396-57.0% | $5,611-97.0% | $513-66.8% |