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 | $4,283 |
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 | $103,857 | $91,190+13.9% | $178,490-41.8% | $79,858+30.1% |
| Participation rate | 83.8% | 69.2%+14.5pp | 81.9%+1.8pp | 69.6%+14.1pp |
| Annual return | 12.33% | 24.19%-11.9pp | 151.07%-138.7pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,490 | $3,256-54.2% | $5,011-70.3% | $2,471-39.7% |
| Participant deferral / active EE | $5,487 | $3,236+69.6% | $5,202+5.5% | $3,740+46.7% |
| Admin fee / account holder | $51 | $6,751-99.2% | $13,984-99.6% | $5,306-99.0% |