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 | $6,181 |
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 | $63,949 | $73,638-13.2% | $95,952-33.4% | $73,488-13.0% |
| Participation rate | 92.2% | 76.2%+16.0pp | 77.1%+15.1pp | 70.7%+21.5pp |
| Annual return | 16.12% | 16.78%-0.7pp | 91.61%-75.5pp | 28.51%-12.4pp |
| Employer contribution / active EE | $1,182 | $1,863-36.5% | $2,541-53.5% | $2,270-47.9% |
| Participant deferral / active EE | $3,500 | $3,617-3.2% | $4,167-16.0% | $3,740-6.4% |
| Admin fee / account holder | $27 | $482-94.3% | $6,795-99.6% | $513-94.7% |