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 | $6,981 |
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 | $79,376 | $65,223+21.7% | $80,019-0.8% | $55,725+42.4% |
| Participation rate | 84.9% | 80.6%+4.3pp | 75.8%+9.0pp | 70.9%+14.0pp |
| Annual return | -3.16% | 7.59%-10.8pp | 11.22%-14.4pp | 244.93%-248.1pp |
| Employer contribution / active EE | $3,372 | $2,544+32.6% | $2,468+36.6% | $2,078+62.3% |
| Participant deferral / active EE | $4,396 | $3,881+13.3% | $3,686+19.3% | $3,356+31.0% |
| Admin fee / account holder | $19 | $114-83.1% | $6,521-99.7% | $115-83.3% |