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 | $9,673 |
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 | $66,963 | $61,214+9.4% | $83,333-19.6% | $56,287+19.0% |
| Participation rate | 84.5% | 72.6%+12.0pp | 77.8%+6.8pp | 69.9%+14.7pp |
| Annual return | -5.02% | 0.42%-5.4pp | 10.63%-15.7pp | -9.96%+4.9pp |
| Employer contribution / active EE | $4,546 | $1,925+136.1% | $3,379+34.6% | $2,111+115.4% |
| Participant deferral / active EE | $9,823 | $5,091+92.9% | $5,565+76.5% | $3,350+193.3% |
| Admin fee / account holder | $37 | $512-92.7% | $7,510-99.5% | $521-92.9% |