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 | $5,613 |
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 | $54,076 | $51,620+4.8% | $90,281-40.1% | $65,185-17.0% |
| Participation rate | 95.8% | 68.6%+27.2pp | 73.3%+22.5pp | 70.2%+25.6pp |
| Annual return | 23.24% | 24.94%-1.7pp | 78.10%-54.9pp | 29.38%-6.1pp |
| Employer contribution / active EE | $2,545 | $2,235+13.9% | $2,854-10.8% | $2,177+16.9% |
| Participant deferral / active EE | $5,470 | $2,871+90.6% | $3,885+40.8% | $3,514+55.7% |
| Admin fee / account holder | $23 | $384-94.1% | $5,351-99.6% | $847-97.3% |