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 | $11,492 |
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 | $61,589 | $64,311-4.2% | $110,238-44.1% | $75,289-18.2% |
| Participation rate | 89.4% | 79.3%+10.1pp | 79.8%+9.5pp | 72.4%+16.9pp |
| Annual return | -4.06% | -1.74%-2.3pp | 314.74%-318.8pp | -0.04%-4.0pp |
| Employer contribution / active EE | $1,421 | $2,404-40.9% | $3,826-62.9% | $2,405-40.9% |
| Participant deferral / active EE | $2,633 | $3,892-32.3% | $4,672-43.6% | $3,739-29.6% |
| Admin fee / account holder | $3 | $88-96.5% | $8,547-100.0% | $102-97.0% |