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 | $6,121 |
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 | $47,538 | $75,284-36.9% | $91,001-47.8% | $69,631-31.7% |
| Participation rate | 83.0% | 80.4%+2.6pp | 75.6%+7.4pp | 70.7%+12.3pp |
| Annual return | 16.82% | 48.40%-31.6pp | 4.60%+12.2pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $1,181 | $2,473-52.2% | $2,456-51.9% | $2,032-41.9% |
| Participant deferral / active EE | $2,377 | $3,700-35.7% | $3,547-33.0% | $3,224-26.3% |
| Admin fee / account holder | $11 | $111-90.1% | $5,417-99.8% | $110-90.1% |