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 | $3,256 |
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 | $75,662 | $50,464+49.9% | $75,781-0.2% | $52,331+44.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | 2.61% | 1.03%+1.6pp | 9.68%-7.1pp | 4.54%-1.9pp |
| Employer contribution / active EE | $4,300 | $1,988+116.3% | $3,323+29.4% | $1,882+128.5% |
| Participant deferral / active EE | $3,794 | $2,570+47.6% | $3,651+3.9% | $3,022+25.5% |
| Admin fee / account holder | $15 | $1,103-98.6% | $5,299-99.7% | $592-97.4% |