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 | $8,421 |
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 | $53,149 | $73,638-27.8% | $95,952-44.6% | $73,488-27.7% |
| Participation rate | 99.3% | 76.2%+23.2pp | 77.1%+22.2pp | 70.7%+28.6pp |
| Annual return | 17.88% | 16.78%+1.1pp | 91.61%-73.7pp | 28.51%-10.6pp |
| Employer contribution / active EE | $1,666 | $1,863-10.6% | $2,541-34.4% | $2,270-26.6% |
| Participant deferral / active EE | $2,425 | $3,617-32.9% | $4,167-41.8% | $3,740-35.1% |
| Admin fee / account holder | $59 | $482-87.7% | $6,795-99.1% | $513-88.4% |