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 | -$61,916 |
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 | $107,504 | $80,005+34.4% | $140,016-23.2% | $55,725+92.9% |
| Participation rate | 98.5% | 87.0%+11.5pp | 87.5%+11.0pp | 70.9%+27.7pp |
| Annual return | -3.88% | 0.46%-4.3pp | 651.12%-655.0pp | 244.93%-248.8pp |
| Employer contribution / active EE | $7,845 | $3,403+130.6% | $5,606+39.9% | $2,078+277.5% |
| Participant deferral / active EE | $8,228 | $5,264+56.3% | $6,927+18.8% | $3,356+145.2% |
| Admin fee / account holder | -$71 | $116-161.8% | $10,705-100.7% | $115-162.1% |