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 | $3,473 |
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 | $58,722 | $59,186-0.8% | $76,768-23.5% | $56,287+4.3% |
| Participation rate | 74.9% | 75.2%-0.3pp | 77.0%-2.1pp | 69.9%+5.0pp |
| Annual return | -3.46% | 6.62%-10.1pp | 2.43%-5.9pp | -9.96%+6.5pp |
| Employer contribution / active EE | $569 | $1,759-67.7% | $2,485-77.1% | $2,111-73.1% |
| Participant deferral / active EE | $2,984 | $3,255-8.3% | $3,852-22.5% | $3,350-10.9% |
| Admin fee / account holder | $76 | $489-84.5% | $6,675-98.9% | $521-85.4% |