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 | $13,564 |
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 | $132,350 | $79,523+66.4% | $140,016-5.5% | $56,287+135.1% |
| Participation rate | 98.5% | 85.7%+12.8pp | 87.5%+11.0pp | 69.9%+28.7pp |
| Annual return | -4.06% | 2.39%-6.4pp | 651.12%-655.2pp | -9.96%+5.9pp |
| Employer contribution / active EE | $3,161 | $3,350-5.6% | $5,606-43.6% | $2,111+49.7% |
| Participant deferral / active EE | $6,715 | $5,129+30.9% | $6,927-3.1% | $3,350+100.5% |
| Admin fee / account holder | $58 | $614-90.5% | $10,705-99.5% | $521-88.8% |