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 | $63,774 |
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 | $45,863 | $65,118-29.6% | $76,768-40.3% | $55,725-17.7% |
| Participation rate | 93.4% | 79.6%+13.8pp | 77.0%+16.5pp | 70.9%+22.6pp |
| Annual return | -4.76% | -1.27%-3.5pp | 2.43%-7.2pp | 244.93%-249.7pp |
| Employer contribution / active EE | $1,323 | $1,941-31.8% | $2,485-46.8% | $2,078-36.3% |
| Participant deferral / active EE | $4,234 | $3,688+14.8% | $3,852+9.9% | $3,356+26.2% |
| Admin fee / account holder | $106 | $116-8.7% | $6,675-98.4% | $115-8.2% |