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 | $6,090 |
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 | $33,718 | $73,102-53.9% | $123,544-72.7% | $56,287-40.1% |
| Participation rate | 87.4% | 74.3%+13.1pp | 82.3%+5.1pp | 69.9%+17.5pp |
| Annual return | -1.95% | 3.01%-5.0pp | 119.20%-121.1pp | -9.96%+8.0pp |
| Employer contribution / active EE | $3,503 | $2,977+17.7% | $4,628-24.3% | $2,111+65.9% |
| Participant deferral / active EE | $4,658 | $5,423-14.1% | $6,426-27.5% | $3,350+39.1% |
| Admin fee / account holder | $22 | $554-96.1% | $9,284-99.8% | $521-95.8% |