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 | $9,987 |
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 | $42,884 | $80,005-46.4% | $140,016-69.4% | $55,725-23.0% |
| Participation rate | 86.1% | 87.0%-0.9pp | 87.5%-1.4pp | 70.9%+15.3pp |
| Annual return | -1.30% | 0.46%-1.8pp | 651.12%-652.4pp | 244.93%-246.2pp |
| Employer contribution / active EE | $1,998 | $3,403-41.3% | $5,606-64.4% | $2,078-3.9% |
| Participant deferral / active EE | $3,241 | $5,264-38.4% | $6,927-53.2% | $3,356-3.4% |
| Admin fee / account holder | $42 | $116-64.0% | $10,705-99.6% | $115-63.9% |