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 | $6,446 |
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 | $70,543 | $71,666-1.6% | $117,854-40.1% | $69,631+1.3% |
| Participation rate | 99.5% | 77.5%+22.0pp | 79.7%+19.8pp | 70.7%+28.8pp |
| Annual return | 20.53% | 18.86%+1.7pp | 335.08%-314.5pp | 27571.02%-27550.5pp |
| Employer contribution / active EE | $1,185 | $1,889-37.3% | $3,786-68.7% | $2,032-41.7% |
| Participant deferral / active EE | $3,149 | $3,340-5.7% | $4,482-29.7% | $3,224-2.3% |
| Admin fee / account holder | $13 | $120-89.6% | $8,020-99.8% | $110-88.7% |