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 | $6,170 |
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 | $46,116 | $54,380-15.2% | $68,509-32.7% | $59,632-22.7% |
| Participation rate | 79.3% | 70.2%+9.2pp | 74.7%+4.6pp | 68.7%+10.7pp |
| Annual return | 1.34% | 2.83%-1.5pp | 8.27%-6.9pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $2,645 | $1,539+71.9% | $2,278+16.1% | $2,203+20.1% |
| Participant deferral / active EE | $5,915 | $2,643+123.8% | $3,382+74.9% | $3,192+85.3% |
| Admin fee / account holder | $65 | $3,885-98.3% | $5,275-98.8% | $4,297-98.5% |