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 | $6,394 |
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 | $31,651 | $52,953-40.2% | $172,739-81.7% | $65,185-51.4% |
| Participation rate | 97.4% | 66.2%+31.2pp | 82.6%+14.7pp | 70.2%+27.2pp |
| Annual return | 18.47% | 30.12%-11.7pp | 802.84%-784.4pp | 29.38%-10.9pp |
| Employer contribution / active EE | $1,233 | $2,190-43.7% | $5,143-76.0% | $2,177-43.4% |
| Participant deferral / active EE | $3,147 | $2,471+27.4% | $5,198-39.4% | $3,514-10.4% |
| Admin fee / account holder | $38 | $472-92.0% | $13,954-99.7% | $847-95.6% |