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 | $3,475 |
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 | $74,873 | $58,083+28.9% | $80,019-6.4% | $56,287+33.0% |
| Participation rate | 84.0% | 73.6%+10.4pp | 75.8%+8.2pp | 69.9%+14.1pp |
| Annual return | -1.81% | 34.61%-36.4pp | 11.22%-13.0pp | -9.96%+8.2pp |
| Employer contribution / active EE | $3,325 | $1,932+72.1% | $2,468+34.7% | $2,111+57.5% |
| Participant deferral / active EE | $7,416 | $3,135+136.6% | $3,686+101.2% | $3,350+121.4% |
| Admin fee / account holder | $66 | $623-89.4% | $6,521-99.0% | $521-87.4% |