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 | $6,713 |
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 | $88,344 | $63,299+39.6% | $91,001-2.9% | $62,292+41.8% |
| Participation rate | 82.2% | 73.3%+8.9pp | 75.6%+6.6pp | 69.5%+12.7pp |
| Annual return | 17.06% | 20.99%-3.9pp | 4.60%+12.5pp | 28.90%-11.8pp |
| Employer contribution / active EE | $5,941 | $1,807+228.8% | $2,456+141.9% | $2,042+190.9% |
| Participant deferral / active EE | $4,953 | $2,943+68.3% | $3,547+39.6% | $3,169+56.3% |
| Admin fee / account holder | $69 | $468-85.4% | $5,417-98.7% | $479-85.7% |