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 | $7,194 |
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 | $111,056 | $81,321+36.6% | $68,509+62.1% | $59,188+87.6% |
| Participation rate | 81.8% | 83.8%-2.0pp | 74.7%+7.1pp | 69.4%+12.4pp |
| Annual return | 0.74% | 4.65%-3.9pp | 8.27%-7.5pp | 5.51%-4.8pp |
| Employer contribution / active EE | $2,607 | $3,297-20.9% | $2,278+14.4% | $2,098+24.2% |
| Participant deferral / active EE | $6,310 | $4,592+37.4% | $3,382+86.6% | $3,265+93.3% |
| Admin fee / account holder | $5 | $62-91.1% | $5,275-99.9% | $92-94.0% |