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 | $9,444 |
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 | $83,319 | $68,413+21.8% | $123,104-32.3% | $55,191+51.0% |
| Participation rate | 95.3% | 84.5%+10.8pp | 86.8%+8.5pp | 69.2%+26.2pp |
| Annual return | 0.15% | 6.30%-6.2pp | 13.22%-13.1pp | 10.78%-10.6pp |
| Employer contribution / active EE | $1,867 | $3,050-38.8% | $5,151-63.8% | $1,899-1.7% |
| Participant deferral / active EE | $3,961 | $4,490-11.8% | $6,230-36.4% | $3,046+30.0% |
| Admin fee / account holder | $16 | $88-81.7% | $9,015-99.8% | $91-82.3% |