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 | $3,624 |
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 | $81,348 | $72,404+12.4% | $110,238-26.2% | $64,186+26.7% |
| Participation rate | 96.8% | 73.3%+23.4pp | 79.8%+17.0pp | 69.6%+27.2pp |
| Annual return | -6.98% | -6.29%-0.7pp | 314.74%-321.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,273 | $2,282-44.2% | $3,826-66.7% | $2,381-46.5% |
| Participant deferral / active EE | $6,539 | $3,469+88.5% | $4,672+40.0% | $3,470+88.5% |
| Admin fee / account holder | $28 | $5,664-99.5% | $8,547-99.7% | $4,888-99.4% |