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 | $3,117 |
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 | $101,472 | $66,302+53.0% | $110,238-8.0% | $56,287+80.3% |
| Participation rate | 86.7% | 74.9%+11.8pp | 79.8%+6.8pp | 69.9%+16.8pp |
| Annual return | -4.15% | -1.18%-3.0pp | 314.74%-318.9pp | -9.96%+5.8pp |
| Employer contribution / active EE | $3,349 | $2,047+63.6% | $3,826-12.5% | $2,111+58.6% |
| Participant deferral / active EE | $5,894 | $3,381+74.3% | $4,672+26.2% | $3,350+76.0% |
| Admin fee / account holder | $47 | $698-93.2% | $8,547-99.4% | $521-90.9% |