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 | $4,660 |
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 | $58,453 | $58,083+0.6% | $80,019-27.0% | $56,287+3.8% |
| Participation rate | 81.4% | 73.6%+7.8pp | 75.8%+5.6pp | 69.9%+11.6pp |
| Annual return | -5.69% | 34.61%-40.3pp | 11.22%-16.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,956 | $1,932+1.2% | $2,468-20.7% | $2,111-7.3% |
| Participant deferral / active EE | $1,879 | $3,135-40.1% | $3,686-49.0% | $3,350-43.9% |
| Admin fee / account holder | $30 | $623-95.1% | $6,521-99.5% | $521-94.2% |