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 | $22,319 |
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 | $44,452 | $65,118-31.7% | $76,768-42.1% | $55,725-20.2% |
| Participation rate | 99.5% | 79.6%+19.8pp | 77.0%+22.5pp | 70.9%+28.6pp |
| Annual return | -3.55% | -1.27%-2.3pp | 2.43%-6.0pp | 244.93%-248.5pp |
| Employer contribution / active EE | $2,164 | $1,941+11.5% | $2,485-12.9% | $2,078+4.1% |
| Participant deferral / active EE | $2,375 | $3,688-35.6% | $3,852-38.3% | $3,356-29.2% |
| Admin fee / account holder | $51 | $116-56.1% | $6,675-99.2% | $115-55.9% |