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 | $4,025 |
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 | $37,150 | $43,550-14.7% | $63,517-41.5% | $52,331-29.0% |
| Participation rate | 83.5% | 65.7%+17.8pp | 71.0%+12.4pp | 68.1%+15.4pp |
| Annual return | -0.60% | 2.03%-2.6pp | -70.30%+69.7pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,291 | $1,351-4.5% | $2,322-44.4% | $1,882-31.4% |
| Participant deferral / active EE | $2,146 | $2,254-4.8% | $2,953-27.3% | $3,022-29.0% |
| Admin fee / account holder | $26 | $387-93.3% | $5,892-99.6% | $592-95.6% |