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 | $25,239 |
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 | $26,627 | $52,293-49.1% | $178,490-85.1% | $73,409-63.7% |
| Participation rate | 72.0% | 65.3%+6.6pp | 81.9%-9.9pp | 72.2%-0.2pp |
| Annual return | 16.82% | 34.75%-17.9pp | 151.07%-134.3pp | 59.29%-42.5pp |
| Employer contribution / active EE | $1,086 | $1,735-37.4% | $5,011-78.3% | $2,234-51.4% |
| Participant deferral / active EE | $1,393 | $2,332-40.3% | $5,202-73.2% | $3,805-63.4% |
| Admin fee / account holder | $10 | $127-91.9% | $13,984-99.9% | $158-93.5% |