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 | $2,495 |
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 | $88,240 | $62,267+41.7% | $110,238-20.0% | $55,725+58.3% |
| Participation rate | 85.4% | 78.1%+7.2pp | 79.8%+5.6pp | 70.9%+14.5pp |
| Annual return | -5.55% | -1.07%-4.5pp | 314.74%-320.3pp | 244.93%-250.5pp |
| Employer contribution / active EE | $3,163 | $1,941+62.9% | $3,826-17.3% | $2,078+52.2% |
| Participant deferral / active EE | $7,611 | $3,516+116.5% | $4,672+62.9% | $3,356+126.8% |
| Admin fee / account holder | $9 | $121-92.6% | $8,547-99.9% | $115-92.2% |