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 | $9,390 |
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 | $49,411 | $73,638-32.9% | $95,952-48.5% | $73,488-32.8% |
| Participation rate | 86.4% | 76.2%+10.3pp | 77.1%+9.3pp | 70.7%+15.7pp |
| Annual return | 13.33% | 16.78%-3.5pp | 91.61%-78.3pp | 28.51%-15.2pp |
| Employer contribution / active EE | $994 | $1,863-46.6% | $2,541-60.9% | $2,270-56.2% |
| Participant deferral / active EE | $1,920 | $3,617-46.9% | $4,167-53.9% | $3,740-48.7% |
| Admin fee / account holder | $57 | $482-88.2% | $6,795-99.2% | $513-88.9% |