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 | $39,477 |
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 | $55,784 | $65,223-14.5% | $80,019-30.3% | $55,725+0.1% |
| Participation rate | 99.6% | 80.6%+19.1pp | 75.8%+23.8pp | 70.9%+28.8pp |
| Annual return | -4.61% | 7.59%-12.2pp | 11.22%-15.8pp | 244.93%-249.5pp |
| Employer contribution / active EE | $1,900 | $2,544-25.3% | $2,468-23.0% | $2,078-8.6% |
| Participant deferral / active EE | $4,062 | $3,881+4.7% | $3,686+10.2% | $3,356+21.1% |
| Admin fee / account holder | $112 | $114-1.5% | $6,521-98.3% | $115-2.4% |