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 | $42,006 |
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 | $57,608 | $52,293+10.2% | $178,490-67.7% | $73,409-21.5% |
| Participation rate | 98.0% | 65.3%+32.7pp | 81.9%+16.1pp | 72.2%+25.9pp |
| Annual return | 17.39% | 34.75%-17.4pp | 151.07%-133.7pp | 59.29%-41.9pp |
| Employer contribution / active EE | $1,354 | $1,735-22.0% | $5,011-73.0% | $2,234-39.4% |
| Participant deferral / active EE | $5,181 | $2,332+122.1% | $5,202-0.4% | $3,805+36.1% |
| Admin fee / account holder | $118 | $127-7.1% | $13,984-99.2% | $158-25.1% |