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 | $4,700 |
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 | $63,036 | $71,802-12.2% | $133,980-53.0% | $57,658+9.3% |
| Participation rate | 93.8% | 85.5%+8.4pp | 87.1%+6.8pp | 70.2%+23.6pp |
| Annual return | 7.52% | 13.51%-6.0pp | 29.30%-21.8pp | 5.13%+2.4pp |
| Employer contribution / active EE | $3,121 | $3,161-1.3% | $5,211-40.1% | $1,974+58.1% |
| Participant deferral / active EE | $4,324 | $4,606-6.1% | $6,282-31.2% | $3,061+41.3% |
| Admin fee / account holder | $13 | $88-85.2% | $9,324-99.9% | $95-86.3% |