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 7-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 | $8,258 |
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 | $33,052 | $37,196-11.1% | $154,107-78.6% | $55,725-40.7% |
| Participation rate | 93.4% | 64.1%+29.3pp | 83.0%+10.3pp | 70.9%+22.5pp |
| Annual return | 0.00% | 1319.68%-1319.7pp | 735.12%-735.1pp | 244.93%-244.9pp |
| Employer contribution / active EE | $5,007 | $1,614+210.2% | $5,298-5.5% | $2,078+141.0% |
| Participant deferral / active EE | $3,509 | $2,068+69.7% | $5,081-30.9% | $3,356+4.6% |
| Admin fee / account holder | $24 | $102-76.3% | $13,411-99.8% | $115-79.1% |