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 | $3,202 |
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 | $30,060 | $75,183-60.0% | $123,892-75.7% | $55,167-45.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 21.57% | 19.01%+2.6pp | 47.52%-25.9pp | 169.23%-147.7pp |
| Employer contribution / active EE | $6,491 | $2,823+129.9% | $4,617+40.6% | $1,963+230.7% |
| Participant deferral / active EE | $7,919 | $5,084+55.8% | $5,984+32.3% | $3,054+159.3% |
| Admin fee / account holder | $15 | $663-97.8% | $8,357-99.8% | $504-97.1% |