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 | $3,381 |
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 | $67,217 | $58,083+15.7% | $80,019-16.0% | $56,287+19.4% |
| Participation rate | 97.4% | 73.6%+23.8pp | 75.8%+21.6pp | 69.9%+27.5pp |
| Annual return | -5.57% | 34.61%-40.2pp | 11.22%-16.8pp | -9.96%+4.4pp |
| Employer contribution / active EE | $2,567 | $1,932+32.9% | $2,468+4.0% | $2,111+21.6% |
| Participant deferral / active EE | $5,086 | $3,135+62.2% | $3,686+38.0% | $3,350+51.8% |
| Admin fee / account holder | $15 | $623-97.7% | $6,521-99.8% | $521-97.2% |