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 | $3,525 |
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 | $90,722 | $65,118+39.3% | $76,768+18.2% | $55,725+62.8% |
| Participation rate | 89.7% | 79.6%+10.1pp | 77.0%+12.7pp | 70.9%+18.8pp |
| Annual return | -5.39% | -1.27%-4.1pp | 2.43%-7.8pp | 244.93%-250.3pp |
| Employer contribution / active EE | $1,701 | $1,941-12.4% | $2,485-31.5% | $2,078-18.1% |
| Participant deferral / active EE | $4,956 | $3,688+34.4% | $3,852+28.7% | $3,356+47.7% |
| Admin fee / account holder | $11 | $116-90.7% | $6,675-99.8% | $115-90.6% |