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 | $4,313 |
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 | $62,213 | $59,186+5.1% | $76,768-19.0% | $56,287+10.5% |
| Participation rate | 94.4% | 75.2%+19.2pp | 77.0%+17.4pp | 69.9%+24.5pp |
| Annual return | -5.34% | 6.62%-12.0pp | 2.43%-7.8pp | -9.96%+4.6pp |
| Employer contribution / active EE | $2,562 | $1,759+45.7% | $2,485+3.1% | $2,111+21.4% |
| Participant deferral / active EE | $7,239 | $3,255+122.4% | $3,852+87.9% | $3,350+116.1% |
| Admin fee / account holder | $15 | $489-96.9% | $6,675-99.8% | $521-97.1% |