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 | $4,874 |
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 | $22,594 | $42,548-46.9% | $74,550-69.7% | $56,287-59.9% |
| Participation rate | 95.4% | 60.5%+34.9pp | 69.1%+26.3pp | 69.9%+25.6pp |
| Annual return | -4.32% | 12.40%-16.7pp | 32.53%-36.9pp | -9.96%+5.6pp |
| Employer contribution / active EE | $1,276 | $855+49.2% | $1,961-34.9% | $2,111-39.6% |
| Participant deferral / active EE | $2,349 | $2,277+3.1% | $3,108-24.4% | $3,350-29.9% |
| Admin fee / account holder | $20 | $467-95.7% | $5,060-99.6% | $521-96.2% |