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 | $5,424 |
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 | $185,723 | $48,277+284.7% | $63,517+192.4% | $55,191+236.5% |
| Participation rate | 85.2% | 69.4%+15.8pp | 71.0%+14.1pp | 69.2%+16.0pp |
| Annual return | 0.41% | 2.37%-2.0pp | -70.30%+70.7pp | 10.78%-10.4pp |
| Employer contribution / active EE | $3,588 | $1,592+125.4% | $2,322+54.5% | $1,899+89.0% |
| Participant deferral / active EE | $5,675 | $2,432+133.3% | $2,953+92.1% | $3,046+86.3% |
| Admin fee / account holder | $7 | $86-92.0% | $5,892-99.9% | $91-92.4% |