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 | $7,132 |
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 | $78,606 | $71,666+9.7% | $117,854-33.3% | $69,631+12.9% |
| Participation rate | 96.1% | 77.5%+18.5pp | 79.7%+16.4pp | 70.7%+25.4pp |
| Annual return | 22.02% | 18.86%+3.2pp | 335.08%-313.1pp | 27571.02%-27549.0pp |
| Employer contribution / active EE | $1,188 | $1,889-37.1% | $3,786-68.6% | $2,032-41.6% |
| Participant deferral / active EE | $4,407 | $3,340+32.0% | $4,482-1.7% | $3,224+36.7% |
| Admin fee / account holder | $11 | $120-91.1% | $8,020-99.9% | $110-90.3% |