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 | $2,426 |
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 | $44,113 | $43,504+1.4% | $68,793-35.9% | $56,287-21.6% |
| Participation rate | 84.5% | 67.8%+16.7pp | 72.2%+12.3pp | 69.9%+14.7pp |
| Annual return | -5.07% | -3.15%-1.9pp | -4.63%-0.4pp | -9.96%+4.9pp |
| Employer contribution / active EE | $2,432 | $1,525+59.5% | $2,625-7.3% | $2,111+15.2% |
| Participant deferral / active EE | $5,047 | $2,509+101.2% | $3,311+52.4% | $3,350+50.7% |
| Admin fee / account holder | $10 | $515-98.1% | $5,131-99.8% | $521-98.1% |