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 | $7,563 |
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 | $44,972 | $80,005-43.8% | $140,016-67.9% | $55,725-19.3% |
| Participation rate | 96.7% | 87.0%+9.7pp | 87.5%+9.2pp | 70.9%+25.9pp |
| Annual return | -3.27% | 0.46%-3.7pp | 651.12%-654.4pp | 244.93%-248.2pp |
| Employer contribution / active EE | $4,966 | $3,403+46.0% | $5,606-11.4% | $2,078+139.0% |
| Participant deferral / active EE | $7,584 | $5,264+44.1% | $6,927+9.5% | $3,356+126.0% |
| Admin fee / account holder | $12 | $116-89.4% | $10,705-99.9% | $115-89.4% |