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 | $11,685 |
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 | $27,344 | $53,932-49.3% | $134,143-79.6% | $90,288-69.7% |
| Participation rate | 94.8% | 60.4%+34.4pp | 72.2%+22.6pp | 73.4%+21.5pp |
| Annual return | 13.40% | 23.16%-9.8pp | 36.33%-22.9pp | 53.97%-40.6pp |
| Employer contribution / active EE | $1,329 | $1,611-17.5% | $3,704-64.1% | $2,524-47.4% |
| Participant deferral / active EE | $2,363 | $2,432-2.8% | $3,499-32.5% | $4,232-44.2% |
| Admin fee / account holder | $8 | $104-92.8% | $6,684-99.9% | $114-93.4% |