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 | $7,460 |
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 | $61,105 | $56,640+7.9% | $80,975-24.5% | $57,658+6.0% |
| Participation rate | 70.0% | 75.9%-5.9pp | 75.8%-5.8pp | 70.2%-0.2pp |
| Annual return | 18.83% | 19.97%-1.1pp | 17.10%+1.7pp | 5.13%+13.7pp |
| Employer contribution / active EE | $937 | $2,085-55.1% | $3,714-74.8% | $1,974-52.5% |
| Participant deferral / active EE | $5,016 | $4,944+1.5% | $5,696-11.9% | $3,061+63.9% |
| Admin fee / account holder | $48 | $87-44.8% | $5,516-99.1% | $95-49.2% |