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 | -$53,988 |
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 | $103,200 | $107,378-3.9% | $108,579-5.0% | $57,658+79.0% |
| Participation rate | 74.3% | 77.1%-2.8pp | 79.6%-5.3pp | 70.2%+4.0pp |
| Annual return | 7.66% | 12.80%-5.1pp | -51.70%+59.4pp | 5.13%+2.5pp |
| Employer contribution / active EE | $4,781 | $1,782+168.3% | $3,758+27.2% | $1,974+142.2% |
| Participant deferral / active EE | $6,257 | $3,221+94.3% | $4,311+45.2% | $3,061+104.4% |
| Admin fee / account holder | -$65 | $108-159.7% | $7,645-100.8% | $95-168.5% |