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 | $6,655 |
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 | $44,570 | $59,186-24.7% | $76,768-41.9% | $56,287-20.8% |
| Participation rate | 88.4% | 75.2%+13.1pp | 77.0%+11.4pp | 69.9%+18.5pp |
| Annual return | -6.25% | 6.62%-12.9pp | 2.43%-8.7pp | -9.96%+3.7pp |
| Employer contribution / active EE | $1,453 | $1,759-17.4% | $2,485-41.5% | $2,111-31.2% |
| Participant deferral / active EE | $1,952 | $3,255-40.0% | $3,852-49.3% | $3,350-41.7% |
| Admin fee / account holder | $57 | $489-88.4% | $6,675-99.1% | $521-89.1% |