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 | $2,852 |
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 | $73,924 | $80,753-8.5% | $136,294-45.8% | $62,292+18.7% |
| Participation rate | 82.4% | 73.5%+8.9pp | 81.9%+0.5pp | 69.5%+12.9pp |
| Annual return | 16.29% | 35.83%-19.5pp | 5155.94%-5139.6pp | 28.90%-12.6pp |
| Employer contribution / active EE | $1,137 | $2,884-60.6% | $4,695-75.8% | $2,042-44.3% |
| Participant deferral / active EE | $4,804 | $5,164-7.0% | $6,247-23.1% | $3,169+51.6% |
| Admin fee / account holder | $14 | $525-97.2% | $9,243-99.8% | $479-97.0% |