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 8-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 39-6040276 | Loan Processing | $3,806 |
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 | $32,227 | $58,512-44.9% | $84,015-61.6% | $72,985-55.8% |
| Participation rate | 86.6% | 61.2%+25.4pp | 69.0%+17.6pp | 69.5%+17.1pp |
| Annual return | 18.79% | 28.93%-10.1pp | 71.31%-52.5pp | 81.00%-62.2pp |
| Employer contribution / active EE | $1,161 | $1,163-0.2% | $1,983-41.5% | $2,440-52.4% |
| Participant deferral / active EE | $3,437 | $2,394+43.6% | $3,239+6.1% | $3,607-4.7% |
| Admin fee / account holder | $54 | $4,569-98.8% | $6,101-99.1% | $5,124-98.9% |