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 | $3,401 |
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 | $66,424 | $66,124+0.5% | $90,404-26.5% | $73,488-9.6% |
| Participation rate | 91.9% | 69.7%+22.2pp | 72.7%+19.2pp | 70.7%+21.2pp |
| Annual return | 18.06% | 17.65%+0.4pp | 1293.02%-1275.0pp | 28.51%-10.5pp |
| Employer contribution / active EE | $2,347 | $2,3460% | $3,262-28.0% | $2,270+3.4% |
| Participant deferral / active EE | $5,327 | $3,039+75.3% | $3,963+34.4% | $3,740+42.5% |
| Admin fee / account holder | $21 | $396-94.6% | $5,611-99.6% | $513-95.9% |