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 | $9,424 |
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 | $35,319 | $79,519-55.6% | $95,952-63.2% | $73,409-51.9% |
| Participation rate | 89.4% | 81.2%+8.2pp | 77.1%+12.3pp | 72.2%+17.2pp |
| Annual return | 20.56% | 19.20%+1.4pp | 91.61%-71.1pp | 59.29%-38.7pp |
| Employer contribution / active EE | $868 | $2,048-57.6% | $2,541-65.8% | $2,234-61.1% |
| Participant deferral / active EE | $2,393 | $4,138-42.2% | $4,167-42.6% | $3,805-37.1% |
| Admin fee / account holder | $23 | $184-87.6% | $6,795-99.7% | $158-85.5% |