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 | $6,687 |
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 | $72,234 | $65,376+10.5% | $87,100-17.1% | $65,185+10.8% |
| Participation rate | 76.4% | 75.3%+1.0pp | 76.9%-0.5pp | 70.2%+6.2pp |
| Annual return | 24.26% | 31.27%-7.0pp | 28.19%-3.9pp | 29.38%-5.1pp |
| Employer contribution / active EE | $611 | $1,822-66.5% | $2,521-75.8% | $2,177-72.0% |
| Participant deferral / active EE | $3,134 | $3,388-7.5% | $4,049-22.6% | $3,514-10.8% |
| Admin fee / account holder | $101 | $520-80.5% | $7,497-98.7% | $847-88.1% |