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 | $3,151 |
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 | $49,446 | $71,802-31.1% | $133,980-63.1% | $57,658-14.2% |
| Participation rate | 83.2% | 85.5%-2.3pp | 87.1%-3.8pp | 70.2%+13.0pp |
| Annual return | 11.43% | 13.51%-2.1pp | 29.30%-17.9pp | 5.13%+6.3pp |
| Employer contribution / active EE | $2,061 | $3,161-34.8% | $5,211-60.4% | $1,974+4.4% |
| Participant deferral / active EE | $6,101 | $4,606+32.5% | $6,282-2.9% | $3,061+99.3% |
| Admin fee / account holder | $21 | $88-76.1% | $9,324-99.8% | $95-77.8% |