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 9-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 | $19,382 |
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 | $33,529 | $42,810-21.7% | $169,463-80.2% | $55,725-39.8% |
| Participation rate | 75.3% | 64.7%+10.6pp | 77.8%-2.4pp | 70.9%+4.5pp |
| Annual return | 115.01% | -3.61%+118.6pp | 1.83%+113.2pp | 244.93%-129.9pp |
| Employer contribution / active EE | $1,757 | $1,402+25.3% | $4,159-57.8% | $2,078-15.5% |
| Participant deferral / active EE | $3,629 | $3,141+15.5% | $5,277-31.2% | $3,356+8.2% |
| Admin fee / account holder | $49 | $106-54.3% | $9,109-99.5% | $115-57.7% |