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 | $2,777 |
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 | $25,888 | $40,174-35.6% | $84,015-69.2% | $67,579-61.7% |
| Participation rate | 92.0% | 62.7%+29.3pp | 69.0%+23.0pp | 71.3%+20.8pp |
| Annual return | 24.86% | 25.82%-1.0pp | 71.31%-46.4pp | 378.56%-353.7pp |
| Employer contribution / active EE | $1,218 | $808+50.8% | $1,983-38.6% | $2,148-43.3% |
| Participant deferral / active EE | $2,322 | $2,301+0.9% | $3,239-28.3% | $3,539-34.4% |
| Admin fee / account holder | $10 | $128-91.9% | $6,101-99.8% | $142-92.7% |