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 | $8,781 |
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 | $35,928 | $57,435-37.4% | $105,218-65.9% | $55,191-34.9% |
| Participation rate | 92.4% | 71.3%+21.0pp | 77.2%+15.2pp | 69.2%+23.2pp |
| Annual return | 0.69% | 2.97%-2.3pp | 5.33%-4.6pp | 10.78%-10.1pp |
| Employer contribution / active EE | $1,040 | $1,920-45.8% | $3,255-68.1% | $1,899-45.2% |
| Participant deferral / active EE | $3,361 | $3,495-3.9% | $4,867-30.9% | $3,046+10.3% |
| Admin fee / account holder | $14 | $70-79.8% | $6,992-99.8% | $91-84.3% |