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 | $9,026 |
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 | $66,833 | $54,320+23.0% | $67,652-1.2% | $52,331+27.7% |
| Participation rate | 96.1% | 73.6%+22.5pp | 75.7%+20.4pp | 68.1%+28.0pp |
| Annual return | 1.54% | 6.81%-5.3pp | 6625.04%-6623.5pp | 4.54%-3.0pp |
| Employer contribution / active EE | $1,741 | $1,544+12.8% | $2,266-23.1% | $1,882-7.5% |
| Participant deferral / active EE | $3,146 | $2,950+6.7% | $3,560-11.6% | $3,022+4.1% |
| Admin fee / account holder | $48 | $527-91.0% | $4,821-99.0% | $592-92.0% |