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 | $9,186 |
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 | $75,542 | $59,535+26.9% | $90,160-16.2% | $62,292+21.3% |
| Participation rate | 71.0% | 73.0%-2.0pp | 76.9%-5.9pp | 69.5%+1.5pp |
| Annual return | 19.04% | 23.53%-4.5pp | 34.88%-15.8pp | 28.90%-9.9pp |
| Employer contribution / active EE | $1,092 | $1,826-40.2% | $3,318-67.1% | $2,042-46.5% |
| Participant deferral / active EE | $6,213 | $4,639+33.9% | $5,288+17.5% | $3,169+96.1% |
| Admin fee / account holder | $64 | $337-81.0% | $5,943-98.9% | $479-86.7% |