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 | $34,890 |
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 | $59,792 | $62,324-4.1% | $68,509-12.7% | $55,191+8.3% |
| Participation rate | 95.6% | 78.9%+16.7pp | 74.7%+20.8pp | 69.2%+26.4pp |
| Annual return | 1.84% | 4.26%-2.4pp | 8.27%-6.4pp | 10.78%-8.9pp |
| Employer contribution / active EE | $2,099 | $2,223-5.6% | $2,278-7.9% | $1,899+10.5% |
| Participant deferral / active EE | $3,631 | $3,425+6.0% | $3,382+7.3% | $3,046+19.2% |
| Admin fee / account holder | $59 | $91-35.3% | $5,275-98.9% | $91-34.9% |