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 | $37,350 |
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 | $36,863 | $62,543-41.1% | $83,333-55.8% | $55,725-33.8% |
| Participation rate | 88.8% | 78.4%+10.4pp | 77.8%+11.0pp | 70.9%+17.9pp |
| Annual return | -2.61% | 14.85%-17.5pp | 10.63%-13.2pp | 244.93%-247.5pp |
| Employer contribution / active EE | $1,732 | $2,427-28.6% | $3,379-48.7% | $2,078-16.7% |
| Participant deferral / active EE | $3,250 | $5,682-42.8% | $5,565-41.6% | $3,356-3.2% |
| Admin fee / account holder | $54 | $103-47.7% | $7,510-99.3% | $115-53.1% |