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 | -$2,925 |
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 | $65,028 | $72,770-10.6% | $67,652-3.9% | $55,191+17.8% |
| Participation rate | 84.8% | 78.8%+6.0pp | 75.7%+9.1pp | 69.2%+15.6pp |
| Annual return | 0.87% | -3.26%+4.1pp | 6625.04%-6624.2pp | 10.78%-9.9pp |
| Employer contribution / active EE | $1,483 | $1,769-16.2% | $2,266-34.5% | $1,899-21.9% |
| Participant deferral / active EE | $3,452 | $3,408+1.3% | $3,560-3.0% | $3,046+13.3% |
| Admin fee / account holder | $0 | $79-100.0% | $4,821-100.0% | $91-100.0% |