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 | $4,118 |
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 | $59,460 | $70,002-15.1% | $115,037-48.3% | $52,331+13.6% |
| Participation rate | 87.9% | 72.1%+15.7pp | 81.4%+6.5pp | 68.1%+19.7pp |
| Annual return | 0.45% | 4.04%-3.6pp | 26.14%-25.7pp | 4.54%-4.1pp |
| Employer contribution / active EE | $2,343 | $2,715-13.7% | $4,608-49.2% | $1,882+24.5% |
| Participant deferral / active EE | $7,572 | $4,920+53.9% | $6,026+25.6% | $3,022+150.5% |
| Admin fee / account holder | $34 | $566-93.9% | $8,175-99.6% | $592-94.2% |