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 | $11,991 |
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 | $26,995 | $37,039-27.1% | $147,614-81.7% | $59,188-54.4% |
| Participation rate | 86.6% | 63.8%+22.8pp | 84.6%+2.0pp | 69.4%+17.2pp |
| Annual return | 0.58% | 7.19%-6.6pp | 61.98%-61.4pp | 5.51%-4.9pp |
| Employer contribution / active EE | $1,288 | $1,353-4.8% | $5,564-76.8% | $2,098-38.6% |
| Participant deferral / active EE | $1,951 | $2,094-6.8% | $4,895-60.2% | $3,265-40.3% |
| Admin fee / account holder | $8 | $60-85.9% | $11,611-99.9% | $92-90.8% |