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 | $9,357 |
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 | $43,244 | $59,186-26.9% | $76,768-43.7% | $56,287-23.2% |
| Participation rate | 95.9% | 75.2%+20.7pp | 77.0%+18.9pp | 69.9%+26.0pp |
| Annual return | -6.05% | 6.62%-12.7pp | 2.43%-8.5pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,828 | $1,759+4.0% | $2,485-26.4% | $2,111-13.4% |
| Participant deferral / active EE | $2,501 | $3,255-23.2% | $3,852-35.1% | $3,350-25.3% |
| Admin fee / account holder | $61 | $489-87.6% | $6,675-99.1% | $521-88.3% |