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 7-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 | $19,250 |
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 | $96,687 | $79,523+21.6% | $140,016-30.9% | $56,287+71.8% |
| Participation rate | 99.4% | 85.7%+13.7pp | 87.5%+12.0pp | 69.9%+29.6pp |
| Annual return | 0.00% | 2.39%-2.4pp | 651.12%-651.1pp | -9.96%+10.0pp |
| Employer contribution / active EE | $2,572 | $3,350-23.2% | $5,606-54.1% | $2,111+21.8% |
| Participant deferral / active EE | $5,382 | $5,129+4.9% | $6,927-22.3% | $3,350+60.7% |
| Admin fee / account holder | $80 | $614-87.0% | $10,705-99.3% | $521-84.7% |