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 | $2,907 |
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 | $89,975 | $45,283+98.7% | $155,790-42.2% | $52,331+71.9% |
| Participation rate | 74.5% | 62.2%+12.3pp | 76.1%-1.6pp | 68.1%+6.4pp |
| Annual return | 0.07% | 1.80%-1.7pp | 71.54%-71.5pp | 4.54%-4.5pp |
| Employer contribution / active EE | $4,812 | $1,329+262.1% | $3,836+25.4% | $1,882+155.7% |
| Participant deferral / active EE | $2,780 | $2,854-2.6% | $4,797-42.0% | $3,022-8.0% |
| Admin fee / account holder | $39 | $981-96.0% | $7,478-99.5% | $592-93.3% |