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 | $3,800 |
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 | $98,910 | $48,277+104.9% | $63,517+55.7% | $55,191+79.2% |
| Participation rate | 91.8% | 69.4%+22.4pp | 71.0%+20.7pp | 69.2%+22.6pp |
| Annual return | 0.42% | 2.37%-2.0pp | -70.30%+70.7pp | 10.78%-10.4pp |
| Employer contribution / active EE | $3,208 | $1,592+101.5% | $2,322+38.2% | $1,899+69.0% |
| Participant deferral / active EE | $4,762 | $2,432+95.8% | $2,953+61.2% | $3,046+56.3% |
| Admin fee / account holder | $17 | $86-80.8% | $5,892-99.7% | $91-81.8% |