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 | -$87,863 |
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 | $68,014 | $65,118+4.4% | $76,768-11.4% | $55,725+22.1% |
| Participation rate | 83.7% | 79.6%+4.1pp | 77.0%+6.7pp | 70.9%+12.8pp |
| Annual return | -5.02% | -1.27%-3.7pp | 2.43%-7.4pp | 244.93%-249.9pp |
| Employer contribution / active EE | $1,575 | $1,941-18.9% | $2,485-36.6% | $2,078-24.2% |
| Participant deferral / active EE | $3,862 | $3,688+4.7% | $3,852+0.3% | $3,356+15.1% |
| Admin fee / account holder | $0 | $116-100.0% | $6,675-100.0% | $115-100.0% |