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 | $7,984 |
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 | $54,793 | $65,376-16.2% | $87,100-37.1% | $65,185-15.9% |
| Participation rate | 82.1% | 75.3%+6.8pp | 76.9%+5.3pp | 70.2%+11.9pp |
| Annual return | 22.51% | 31.27%-8.8pp | 28.19%-5.7pp | 29.38%-6.9pp |
| Employer contribution / active EE | $2,749 | $1,822+50.8% | $2,521+9.0% | $2,177+26.3% |
| Participant deferral / active EE | $2,009 | $3,388-40.7% | $4,049-50.4% | $3,514-42.8% |
| Admin fee / account holder | $59 | $520-88.7% | $7,497-99.2% | $847-93.1% |