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 | $10,369 |
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 | $38,689 | $64,286-39.8% | $106,387-63.6% | $55,725-30.6% |
| Participation rate | 97.8% | 75.2%+22.6pp | 77.5%+20.3pp | 70.9%+26.9pp |
| Annual return | -5.06% | 0.84%-5.9pp | 0.25%-5.3pp | 244.93%-250.0pp |
| Employer contribution / active EE | $1,271 | $2,367-46.3% | $3,520-63.9% | $2,078-38.8% |
| Participant deferral / active EE | $4,317 | $4,158+3.8% | $5,421-20.4% | $3,356+28.6% |
| Admin fee / account holder | $13 | $102-87.5% | $7,510-99.8% | $115-88.9% |