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 9-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 | $11,616 |
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 | $39,600 | $48,277-18.0% | $63,517-37.7% | $55,191-28.3% |
| Participation rate | 85.4% | 69.4%+16.0pp | 71.0%+14.4pp | 69.2%+16.2pp |
| Annual return | 4.49% | 2.37%+2.1pp | -70.30%+74.8pp | 10.78%-6.3pp |
| Employer contribution / active EE | $1,453 | $1,592-8.7% | $2,322-37.4% | $1,899-23.5% |
| Participant deferral / active EE | $2,541 | $2,432+4.5% | $2,953-14.0% | $3,046-16.6% |
| Admin fee / account holder | $13 | $86-84.6% | $5,892-99.8% | $91-85.4% |