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 35-0145825 | Loan Processing | $19,583 |
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 | $18,163 | $37,196-51.2% | $154,107-88.2% | $55,725-67.4% |
| Participation rate | 74.9% | 64.1%+10.8pp | 83.0%-8.1pp | 70.9%+4.1pp |
| Annual return | -5.60% | 1319.68%-1325.3pp | 735.12%-740.7pp | 244.93%-250.5pp |
| Employer contribution / active EE | $1,027 | $1,614-36.4% | $5,298-80.6% | $2,078-50.6% |
| Participant deferral / active EE | $1,431 | $2,068-30.8% | $5,081-71.8% | $3,356-57.3% |
| Admin fee / account holder | $16 | $102-84.3% | $13,411-99.9% | $115-86.1% |