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 | $4,081 |
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 | $129,913 | $74,089+75.3% | $133,980-3.0% | $55,167+135.5% |
| Participation rate | 84.9% | 84.3%+0.6pp | 87.1%-2.2pp | 69.0%+15.9pp |
| Annual return | 8.62% | 12.11%-3.5pp | 29.30%-20.7pp | 169.23%-160.6pp |
| Employer contribution / active EE | $2,867 | $3,064-6.4% | $5,211-45.0% | $1,963+46.1% |
| Participant deferral / active EE | $10,617 | $4,678+127.0% | $6,282+69.0% | $3,054+247.6% |
| Admin fee / account holder | $7 | $458-98.5% | $9,324-99.9% | $504-98.6% |