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 | $9,075 |
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 | $79,983 | $66,813+19.7% | $100,516-20.4% | $73,488+8.8% |
| Participation rate | 99.5% | 77.5%+22.0pp | 79.4%+20.1pp | 70.7%+28.8pp |
| Annual return | 16.36% | 25.70%-9.3pp | 30.89%-14.5pp | 28.51%-12.2pp |
| Employer contribution / active EE | $1,472 | $2,147-31.5% | $3,418-56.9% | $2,270-35.2% |
| Participant deferral / active EE | $8,348 | $5,883+41.9% | $6,270+33.1% | $3,740+123.2% |
| Admin fee / account holder | $51 | $512-90.1% | $8,081-99.4% | $513-90.1% |